Playing Captain – Wealth Management Talent Leads HR Solutions

The Corporate Institute; India; On-site; INR 4,500,000 - 7,500,000; Full time

Benefits offered by this job

Entrepreneurial freedom to structure H

Access to curated wealth platform and

Competitive compensation with bonuses

Collaborative merit-driven environment

Job summary

The Corporate Institute in India seeks an experienced wealth management leader to manage 3-8 relationship managers, drive revenue growth, and acquire large clients. The role requires mentoring RMs, monitoring pipeline and conversions, and joining one of India’s fastest growing wealth management platforms.

The ideal candidate brings 10-15 years of wealth management or private banking experience with proven HNI/UHNI relationship management skills, and a client-centric, entrepreneurial mindset.

Qualifications

• 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.

Responsibilities

• Manage 3-8 RMs.
• Drive team revenue.
• Acquire large clients.
• Mentor RMs.
• Monitor pipeline and conversions.
• Join one of India’s fastest growing wealth management platforms.

Skills

Team leadership

Revenue growth

Client acquisition

Mentoring

Pipeline management

Job description

Description:

Main Responsibility:

• Manage 3-8 RMs


• Drive team revenue


• Acquire large clients


• Mentor RMs


• Monitor pipeline and conversions


• 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 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