Head Wealth Management

Findoc Investmart; Gurugram District; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Findoc Investmart invites an experienced Wealth Management business leader to build and scale a new vertical from the ground up. The role carries end-to-end responsibility for business development, client acquisition, AUM and revenue growth, product strategy, digital engagement, operations and team building across Retail and HNI/UHNI segments.

You will partner with the Senior Leadership Team to set the business model, governance and growth roadmap.

Qualifications

• Master's degree in finance, business, economics or related discipline; CFA helpful.
• 8–15 years in Wealth Management or related fields.
• Strong experience across Retail, Affluent, HNI/UHNI client segments.
• Proven track record in building or scaling wealth/investment businesses.

Responsibilities

• Build and scale the Wealth Management business including planning, growth, and profitability.
• Define business model, operating structure, and growth roadmap with senior leaders.
• Develop client acquisition and relationship strategies across segments.
• Create and manage wealth product and investment propositions.
• Lead digital, technology, and automation initiatives across client lifecycle.
• Build and mentor a high-performance Wealth Management team.
• Ensure governance, risk, and compliance in operations.

Skills

Wealth Management

Business Leadership

Digital Wealth

Client Acquisition

AUM Growth

Team Leadership

Education

Master's degree in finance/business/economics or related

Tools

CRM systems

Investment platforms

Job description

Job Summary:

We are looking for an experienced Wealth Management business leader to build and scale a new Wealth Management vertical from the ground up. The role will have end-to-end responsibility for business development, client acquisition, AUM and revenue growth, product strategy, digital engagement, business operations and team building across Retail and HNI/UHNI segments. The candidate will work closely with the Senior Leadership Team to establish the business model, operating framework and growth roadmap. Candidates with prior experience in building or scaling a wealth, digital wealth or investment business in a technology-led environment will be preferred.

Job Responsibilities:

1. Build & Scale the Wealth Business

• Take end-to-end ownership of the Wealth Management business, including business planning, growth strategy, operations, revenue, AUM and profitability.


• Work closely with Senior Leadership to define the business model, target segments, operating structure, growth roadmap and key business metrics.


• Establish the Wealth business, processes and operating framework from the ground up and create a scalable model for future growth.


• Identify new business opportunities and continuously strengthen the Wealth Management proposition based on market and client requirements.

2. Client Acquisition & Business Development

• Develop and execute strategies for new client acquisition, client activation, relationship development, cross-sell and retention across Retail, Affluent, HNI and UHNI segments.


• Build scalable acquisition channels through digital engagement, referrals, partnerships, existing customer ecosystems and relationship-led channels.


• Drive key business metrics including AUM, revenue, client acquisition, activation, product penetration and retention.


• Build and maintain strong relationships with key HNI/UHNI clients and strategic business partners.

3. Wealth Products & Investment Proposition

• Develop and manage a comprehensive wealth proposition covering Mutual Funds, PMS, AIFs, Insurance, Direct Equity/Stock Portfolios and other relevant investment products.


• Work with Product, Research, Technology, Operations and Compliance teams to create effective product funnels and investment journeys.


• Develop client-centric investment solutions aligned with different customer segments, investment objectives and risk profiles.


• Monitor market trends, competitive offerings and customer needs to continuously improve the wealth proposition.

4. Digital, Technology & Automation

• Drive a digital first Wealth Management experience, leveraging technology and automation across the client lifecycle.


• Work closely with Product and Technology teams on digital onboarding, KYC, investment journeys, CRM, portfolio tracking, client engagement, reporting and product discovery.


• Identify and implement opportunities to automate processes, improve productivity and enhance client experience.


• Translate business requirements into technology/product solutions and ensure their effective adoption across the Wealth business.

5. Team Building & Leadership

• Build and scale the Wealth Management team in line with business growth, including Wealth/Relationship Managers, Investment/Product specialists and Business Operations resources.


• Define team structures, responsibilities, targets, KPIs and performance frameworks.


• Develop a high-performance, client-centric culture with strong focus on business ownership, service quality and compliance.


• Mentor and develop team members to build a sustainable Wealth Management organization.

6. Business Operations, Governance & Compliance

• Establish robust processes covering client onboarding, investment execution, portfolio servicing, reporting, client engagement and issue resolution.


• Work closely with Compliance, Risk, Operations, Technology and other functions to establish a scalable and compliant operating environment.


• Develop business dashboards and MIS covering AUM, revenue, client acquisition, productivity, product penetration, retention and profitability.


• Ensure adherence to applicable regulatory requirements and internal policies.

Job Requirements:

• Master's degree in finance, Business, Economics or a related discipline. CFA or relevant professional certification will be an advantage.


• 8-15 years of relevant experience in Wealth Management, Private Wealth, Digital Wealth, Stock Broking services businesses.


• Strong experience across Retail, Affluent, HNI and/or UHNI client segments.


• Demonstrated experience in building, launching, scaling or transforming a Wealth Management or investment-led business/vertical.


• Strong understanding of Mutual Funds, PMS, AIFs, Insurance, Direct Equity/Stock Portfolios and other investment products.


• Proven track record in client acquisition, business development, AUM growth, revenue generation and relationship management.


• Strong hands‑on exposure to digital wealth platforms, technology-enabled investment journeys, CRM, automation and digital client engagement.


• Experience in building teams, establishing processes and creating operating models from scratch will be highly preferred.


• Strong commercial orientation with the ability to translate business strategy into execution and measurable business outcomes.


• Strong stakeholder management skills with experience working closely with CXOs/Senior Leadership.


• Good understanding of applicable regulatory and compliance requirements within the wealth management/stock broking ecosystem.