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Unit Head
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Unit Head (Wealth Management/Private Banking) Team Handling
Pune | Ahmedabad | Jaipur | Bangalore | Mumbai | Hyderabad | Chennai
Interested please connect with Mahek and drop CV at
Role Overview
The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for
guiding, mentoring, and managing a team of high-performing Wealth Managers across the
assigned location. This position focuses on driving significant growth in Assets Under
Management (AUM) and Assets Under Advice (AUA) by acquiring and managing
HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional
client experiences.
Candidates must have a minimum existing AUM book of 75100 Cr (across Mutual
Funds, PMS, and AIF). Preference will be given to candidates who can onboard an existing
performing team.
Key Responsibilities
Team Leadership & Development
- Lead, mentor, and develop a team of Wealth Managers to achieve and exceed
business targets.
- Align team objectives with organizational goals, ensuring effective communication
with senior leadership.
Business Development & Client Acquisition
- Drive targeted acquisition strategies for HNI and UHNI clients.
- Support team members in closing high-value deals and onboarding marquee clients.
- Achieving of P/L Targets
Client Advisory & Relationship Management
- Deliver tailor-made wealth management solutions across asset classes including
Mutual Funds, PMS, AIFs, Bonds, Insurance, and Alternate Investments.
- Maintain high client engagement through market insights and proactive
recommendations.
Compliance & Governance
- Ensure strict adherence to SEBI, AMFI, and other regulatory norms, as well as
internal processes.
Key Skills & Competencies
- Leadership Excellence: Ability to inspire, manage, and retain high-performing teams.
- Investment Expertise: Strong knowledge of MF, PMS, AIF, Bonds, and insurance products.
- Business Acumen: Proven track record of growing AUM and client portfolios.
- Client Network: Strong HNI/UHNI market presence and ability to bring new relationships.
Qualifications & Experience
- Graduate/Postgraduate in Finance, Business Administration, or related field (MBA/CFP/CFA preferred).
- 1012 years of experience in wealth management/private banking, with at least 3 - 4 years in a leadership role.
1012 years of experience in
, with at least 3 -4 years in a leadership role.
- Preference for candidates capable of bringing along a performing team.
- Demonstrated success in managing large HNI/UHNI portfolios and delivering
consistent business growth.
