Unit Head
2 days ago
Role & responsibilities
- Lead, mentor & manage Wealth Managers to achieve business targets
- Align team goals with organizational objectives
- Drive HNI/UHNI client acquisition & support in closing high-value deals
- Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates)
- Ensure high client engagement with proactive advisory
- Achieve P&L targets and grow AUM/AUA
- Ensure compliance with SEBI, AMFI & internal processes
Preferred candidate profile
- Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred)
- Minimum 3-4 years in a leadership/team handling role
- Existing AUM book of Cr (MF, PMS, AIF mandatory)
- Strong HNI/UHNI network with proven client acquisition track record
- Ability to bring a performing team (preferred)
- Demonstrated success in managing large portfolios & driving business growth
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