AVP / VP / Sr VP - Wealth Management in NBFC

5 days ago

Mumbai, Maharashtra, India Talengage Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Company -
Leading NBFC

Regional Head / Cluster Head - Wealth Management

Experience -
5 to 25+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking

Locations -
Bhubaneswar, Chennai , Jaipur , Mumbai , Delhi, Gurgoan ,Pune ,Ahmedabad ,Kolkata , Indore,Bangalore , Hyderabad ,Ranchi , Raipur

Education -
UG / PG

Role Description

This is a full-time on-site role .The role involves managing and expanding the portfolio of private wealth clients, overseeing a team of wealth managers, and ensuring high-quality service delivery. The ideal candidate will be responsible for achieving financial targets, building strong client relationships, and representing the company at various industry forums and events.

Requirement

  • Experience in private wealth management, portfolio management, and client relationship management
  • Proven track record of achieving financial targets and business growth
  • Strong leadership and team management skills
  • Excellent knowledge of financial products, market trends, and regulatory requirements
  • Preferred Banking, Financial Services, Wealth Management
  • Responsible for development and management of respective teams, comprising Team Leaders, RMS.
  • Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues
  • To ensure achievement of acquisition, activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers
  • To ensure achievement of business and revenue targets attributed for the company

  • Sr VP/ VP Finance And Accounts

    3 days ago

    Mumbai, Maharashtra, India hBits Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionhBits, founded in 2018 and headquartered in Mumbai, offers a SEBI-approved SM REIT, enabling fractional ownership of premium commercial properties. Aiming to help investors earn rental income and build long-term wealth, hBits currently manages assets under management (AUM) of approximately INR 500 crore across 13 properties. With a...

  • DVP / VP - Debt Product Head (Wealth Management)

    2 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Intellectual Capital HR Consulting Pvt. Ltd. Full time

    DVP / VP - Debt Product Head (Wealth Management)Company: One of the leading wealth management companiesDepartment: Product Management – DebtLocation: MumbaiExperience: 6+ YearsReports to: [Head of Product or other leadership]Job SummaryWe are looking for an experienced and strategic-minded DVP / VP - Debt Product Head to drive the vision, strategy, and...

  • DVP / VP - Debt Product Head (Wealth Management)

    3 days ago

    Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    DVP / VP - Debt Product Head (Wealth Management)Company: One of the leading wealth management companiesDepartment: Product Management DebtLocation: MumbaiExperience: 6+ YearsReports to: [Head of Product or other leadership]Job SummaryWe are looking for an experienced and strategic-minded DVP / VP - Debt Product Head to drive the vision, strategy, and...

  • DVP / VP - Debt Product Head (Wealth Management)

    3 days ago

    Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    DVP / VP - Debt Product Head (Wealth Management)Company:One of the leading wealth management companiesDepartment:Product Management – DebtLocation:MumbaiExperience:6+ YearsReports to:[Head of Product or other leadership]Job SummaryWe are looking for an experienced and strategic-minded DVP / VP - Debt Product Head to drive the vision, strategy, and...

  • Treasury Sales

    3 days ago

    Mumbai, Maharashtra, India 360 ONE Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Title:Treasury SalesLevel:AVP / VPRole OverviewWe are seeking a high-caliber Treasury Service Relationship Manager to join our Client Relations team at the AVP/VP level. The role involves managing and growing relationships with corporate clients, delivering tailored treasury solutions, and driving business growth. The ideal candidate will combine strong...

  • AVP/VP Sales

    1 day ago

    Mumbai, Maharashtra, India Uberlife Consulting Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    Role OverviewWe are seeking a high-performing AVP/VP Sales & Business Development to drive revenue growth, enterprise client acquisition, and strategic partnerships. This is a leadership role for a dynamic sales professional with proven success in B2B sales within commercial real estate, interiors, construction, or allied industries.The individual will play...

  • r/AVP - Wealth Management

    2 weeks ago

    Mumbai, Maharashtra, India Borderless Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionBorderless helps retail investors in India, Middle East, and South-East Asia globalize their savings and wealth by investing in mature international markets such as the US. ISO Certified 27001: 2022, Borderless allows users to digitally open, own, and operate overseas investing accounts. Utilizing big data-based automated research and...

  • kyc vp

    3 days ago

    Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    **Job Description:Job Title: KYC VP/AVPLocation: Mumbai, IndiaRole DescriptionDIPL (erstwhile DBC), Mumbai is a wholly owned subsidiary of Deutsche Bank and serves as a talent pool for Deutsche Bank. Wealth Management Centre at DBC services the global Wealth Management (WM) division. Deutsche Bank Wealth Management division is part of Deutsche Banks Private,...

  • DVP / VP - Private Market Investments

    2 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Job Description: DVP / VP - Private Market InvestmentsCompany: leading full service broking firm(insti, wealth, retail, merchant banking )Location: MumbaiExperience: 6 - 10 Years________________________________________Role SummaryWe are looking for a DVP/VP to lead private market investment advisory for High-Net-Worth Individuals (HNIs) and family offices....

  • AVP/Senior Wealth Advisor – HNI/UHNI Segment

    3 days ago

    Mumbai, Maharashtra, India SMIFS Wealth Management Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Position: AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management...