Senior VP

3 days ago

Mumbai, India Banking and NBFC job Full time

Urgent Mandate for a well reputed NBFC for Mumbai location. S/VP-Wealth Management (Individual/Playing captain both available) Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome. Operation, analytics, backoffice experience candidates please do not apply for this role. The Senior Vice President – Private Wealth Management will be responsible for driving the wealth business in the region by managing key HNI/UHNI client relationships, acquiring new high-value clients, and leading a small team of wealth managers/relationship managers. Acquire and manage HNI/UHNI clients and family offices, ensuring strong wallet share and long-term relationship curation. Proactively generate leads through networking, existing client referrals, market intelligence, and partnerships with internal teams (Loans, Investment Banking, Corporate Relations, etc.). Responsible for achieving revenue and AUM targets for wealth management products (mutual funds, PMS, AIFs, bonds, structured products, deposits). Client Relationship Management Act as a trusted financial advisor to clients, providing customized investment solutions basis risk profile, market trends, and asset allocation strategies. Conduct regular portfolio reviews, performance updates, and market insights. Ensure compliance, documentation accuracy, and adherence to internal and regulatory guidelines (RBI, SEBI, AMFI). Drive a performance-oriented culture based on high-quality client advisory. Support team members during client meetings on large/strategic deals, helping them close high-value business. Provide market insights and competitive intelligence to senior management. Strong understanding of investment and wealth management products (MF, PMS, AIF, Bonds, Structured Products, Insurance). Excellent networking, negotiation, and closure ability. Education & Experience MBA/PGDM in Finance/Wealth Management or relevant qualification. Minimum 10–15+ years of experience in Private Banking / Wealth Management with consistent track record of HNI/UHNI acquisition. NISM certifications as per regulatory requirement.

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