Cluster Head – Private Wealth – AIF/PMS/Mutual Fund Peoplenomic Consulting

The Corporate Institute; Dehradun; On-site; INR 2,500,000 - 4,200,000; Full time

Job summary

The Corporate Institute in Dehradun invites an experienced wealth management leader to head regional operations. The role focuses on driving revenue, AUM, and profitability while delivering comprehensive investment solutions to HNI/UHNI clients.

You will lead and mentor a team of Wealth Relationship Managers, expand client relationships, and guide cross‑selling across Mutual Funds, PMS, AIF, bonds, insurance, and lending products. Strong network and leadership are essential.

Qualifications

• Bachelor’s or Master’s degree in Finance, Business Administration, or related discipline.
• Proven experience in Wealth Management, Private Banking, or Investment Advisory.
• Strong network of HNI/UHNI clients and track record of business acquisition.

Responsibilities

• Drive Wealth Management business in the region to meet revenue, AUM, and profitability targets.
• Lead and develop a team of Wealth Relationship Managers.
• Identify client needs and provide investment advisory across MF, PMS, AIF, bonds, insurance, and lending.
• Drive cross-selling and wallet share across the organization’s wealth products and services.
• Maintain high-quality client servicing, reviews, and relationship management.
• Monitor market trends and regulatory developments to provide insights to clients.

Skills

Relationship management

Leadership

Negotiation

Business development

Education

Bachelor’s/Master’s degree in Finance/Business Administration

Job description

Key Responsibilities:

• Drive the overall Wealth Management business for the assigned region by achieving revenue, Assets Under Management (AUM), and profitability targets.
• Acquire, manage, and deepen relationships with High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), providing customized wealth management solutions.
• Lead, mentor, and develop a team of Wealth Relationship Managers (RMs) to drive business growth, client acquisition, and portfolio expansion.
• Ensure achievement of sales, revenue, AUM, and client acquisition targets through effective team management and strategic planning.
• Identify client financial needs and provide comprehensive investment advisory across Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products, Bonds, Insurance, and Lending solutions.
• Drive cross‑selling and wallet share enhancement by promoting the organization’s entire suite of wealth management products and services.
• Build and strengthen the local market presence through networking, referrals, strategic partnerships, and engagement with key influencers and business communities.
• Maintain high standards of client servicing, portfolio reviews, and relationship management to ensure long‑term client retention and satisfaction.
• Monitor market trends, investment opportunities, and regulatory developments to provide relevant insights and solutions to clients.
• Ensure adherence to all internal policies, compliance guidelines, and regulatory requirements while conducting business.

Desired Candidate Profile:

• Bachelor’s/Master’s degree in Finance, Business Administration, or a related discipline.
• Proven experience in Wealth Management, Private Banking, or Investment Advisory.
• Strong network of HNI/UHNI clients with a demonstrated track record of business acquisition.
• Experience in leading and managing Wealth Relationship Managers.
• In‑depth understanding of Mutual Funds, PMS, AIF, Structured Products, Bonds, Insurance, and Lending products.
• Excellent relationship management, communication, negotiation, and leadership skills.
• Strong business development mindset with the ability to drive growth and exceed targets.