Playing Captain- Wealth Management, Mumbai/Bangalore/Hyderabad/Chennai

2 days ago

Mumbai, Maharashtra, India Talent Leads Consultants Full-time ₹4 - ₹6 Contract
Job Description:

Playing Captain / Team Leader

 

Main Responsibility

  • Manage 3–8 RMs
  • Drive team revenue
  • Acquire large clients
  • Mentor RMs
  • Monitor pipeline and conversions

Team Target Example

  • Team AUM: ₹200 Cr – ₹500 Cr
  • Team Revenue: ₹3 Cr – ₹8 Cr


Join one of India's fastest growing wealth management platforms

What We Offer:

* Entrepreneurial freedom to structure bespoke wealth solutions for HNI & UHNI clients Access to InCred Wealth's curated, open-architecture platform, offering third-party PMS, AIFs, MLDs, structured products, and research
* Competitive compensation with performance linked incentives
* A Collaborative, merit driven environment with strong institutional support
Ideal Candidate Profile:
○ 10-15 years of experience in wealth management or private banking
* Proven track record of managing HNI / UHNI client relationships
○ Strong understanding of capital markets and investment products
○ Self-driven, ethical and client centric with an entrepreneurial mindset