President / Team Leader – Wealth

3 days ago

Mumbai, Maharashtra, India Vision Guru Enterprises Full time

Job Title: President / Team Leader – Wealth Management (15+ Years Experience)

Locations:

  • Mumbai,
  • Delhi,
  • Bangalore,
  • Chennai,
  • Kolkata,
  • Ahmedabad,
  • Indore

Employment Type: Full-Time

About the Opportunity

A leading diversified financial services group is seeking a highly accomplished and client-centric Team Leader for its Wealth Management division. This role is ideal for senior professionals from the Private Wealth industry who have 15+ years of experience, strong leadership skills, and the ability to drive wealth management growth across multiple regions.

The position involves leading a team of experienced Relationship Managers, scaling the Wealth Management business, and driving overall AUM growth while ensuring best-in-class client satisfaction and compliance standards.

Key Responsibilities

Business & AUM Growth

  • Drive overall new AUM growth as per business objectives.
  • Manage individual and team P&L for the Wealth Management unit.
  • Develop strategic plans for the Wealth Management business to achieve growth targets.
  • Achieve monthly, quarterly, and annual sales and business targets across the region.
  • Monitor and analyze performance metrics, including manpower productivity, and implement improvements.

Client & Portfolio Management

  • Oversee acquisition, servicing, and retention of high-net-worth clients.
  • Conduct periodic portfolio reviews, risk assessments, and ensure clients receive sound financial guidance.
  • Stay updated on market trends, financial products, and regulatory changes to strengthen advisory quality.

Team Leadership & Development

  • Lead a team of 10–15 Relationship Managers, providing clear direction, coaching, and motivation.
  • Build a high-performance, collaborative team culture focused on excellence.
  • Recruit, train, and groom team members while developing strong succession pipelines.
  • Conduct regular performance reviews and appraisals to ensure target achievement.

Compliance & Governance

  • Ensure all wealth management activities adhere to the internal Compliance framework.
  • Maintain updated knowledge of relevant regulations.
  • NISM certification is required.

Education & Certifications

  • Postgraduate degree (MBA preferred) or equivalent professional certification.
  • Strong knowledge of financial products and capital markets is essential.
  • Mandatory: NISM Certification.

Key Skills Required

  • Proven leadership in Wealth Management.
  • Strong interpersonal and communication skills.
  • Ability to build and nurture long-term client relationships.
  • Strategic thinking and execution capability.
  • High level of ownership, professionalism, and business acumen.

Who Should Apply?

Professionals with extensive experience in managing Wealth Management teams, delivering AUM growth, and operating in leadership roles within private banking or wealth advisory environments. This role is suited for candidates who can combine strategic thinking with team leadership to scale wealth businesses across regions.

Job Type: Full-time

Pay: ₹7,000, ₹8,000,000.00 per year

Application Question(s):

  • Team Leading Experience?
  • How much experience in Private Wealth?
  • Do you have NISM Certification?

Work Location: In person

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