Wealth Management Head

1 week ago

Indore Khandwa, India CH Finance Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Role & responsibilities

  • Lead and manage the Wealth Management Division
  • Develop strategies for client acquisition and retention
  • Oversee portfolio management, financial planning, and advisory services
  • Drive growth by leveraging your knowledge of Mutual Funds, PMS, AIFs, and related products

Preferred candidate profile

  • Extensive experience in wealth management and financial advisory
  • Proven leadership skills in managing teams and client relationships
  • In-depth understanding of financial products, including Mutual Funds, PMS, AIFs, etc.
  • Strong analytical mindset and excellent communication skills

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