Senior Vice President of Wealth Management
2 hours ago
Urgent Mandate for a well reputed NBFC for Pune 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.
CTC: Up to 80 LPA
Its a pure sales role of wealth products hence Operation, research, Risk Management, analytics, back office experience candidates please do not apply for this role. Candidates from sales in reputed banks & NBFC (Wealth Management) are welcome.
Email:
Role Overview
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. The role is a combination of strategic leadership and active business generation — ideal for a hands-on leader who leads from the front.
Key Responsibilities
Business Development & Client Acquisition
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).
Playing Captain – Team Leadership
Lead, coach, and mentor a team of wealth managers/relationship managers to enhance productivity and client acquisition.
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.
Strategic Contribution
Develop and execute regional wealth business strategy and growth roadmap.
Strengthen cross-selling by leveraging NBFC ecosystem (Loan against Securities, Structured Credit, Corporate Finance).
Provide market insights and competitive intelligence to senior management.
Key Skills & Competencies
Strong understanding of investment and wealth management products (MF, PMS, AIF, Bonds, Structured Products, Insurance).
Ability to handle complex investment needs of HNI/UHNI clients.
Excellent networking, negotiation, and closure ability.
Leadership with hands-on approach — "lead by example" mindset.
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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