
Unit Head
3 days ago
Dear Candidate,
Urgent opening with leading Broking Firm.
Location : Bangalore and Hyderabad
CTC : Upto 50 LPA
Interested candidate can revert back with updated resume on
Any query can call Shrutika : /
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
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