VP - Wealth Management

A C Agarwal Share Brokers; Vadodara; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

A C Agarwal Share Brokers invites an experienced Vice President Wealth Management to lead growth by acquiring HNI/UHNI clients and expanding distribution partnerships in India.

The role requires driving wealth management sales, onboarding distribution partners, and delivering comprehensive investment solutions across mutual funds, PMS, AIF, equities, and bonds. You will coordinate with Research, Operations and Compliance to ensure client service excellence.

Qualifications

• 8 to 15 years of experience in Wealth Management, Private Banking, Investment Advisory, or Relationship Management.
• Prior experience in a Stock Broking, Wealth Management, or Banking organization is mandatory.
• Proven track record in HNI client acquisition, business development, and channel partner management.

Responsibilities

• Drive business development and achieve Wealth Management sales targets.
• Acquire and manage HNI/UHNI, Corporate, and Institutional clients.
• Build and grow business through Wealth Distribution Partners, Channel Partners, APs, and IFAs.
• Identify, onboard, train, and support new distribution partners.
• Promote Wealth Management products including Mutual Funds, PMS, AIF, Equity, Bonds, Insurance, IPOs, and Fixed Income Products.
• Conduct portfolio reviews and provide investment solutions based on client requirements.
• Monitor partner performance and implement strategies to increase revenue.
• Coordinate with Research, Operations, and Compliance teams to ensure excellent client service and regulatory compliance.

Education

Bachelor's degree in Commerce, Finance, Business Administration, or a related field (MBA preferred)

Job description

Role Summary

We are looking for an experienced and result-oriented Vice President Wealth Management to drive business growth by acquiring HNI/UHNI clients, expanding distribution partnerships, and delivering comprehensive wealth management solutions.

Key Responsibilities

• Drive business development and achieve Wealth Management sales targets.
• Acquire and manage HNI/UHNI, Corporate, and Institutional clients.
• Build and grow business through Wealth Distribution Partners, Channel Partners, Authorized Persons (APs), and IFAs.
• Identify, onboard, train, and support new distribution partners.
• Promote Wealth Management products including Mutual Funds, PMS, AIF, Equity, Bonds, Insurance, IPOs, and Fixed Income Products.
• Conduct portfolio reviews and provide investment solutions based on client requirements.
• Monitor partner performance and implement strategies to increase revenue.
• Coordinate with Research, Operations, and Compliance teams to ensure excellent client service and regulatory compliance.

Qualifications & Experience

• Bachelor's degree in Commerce, Finance, Business Administration, or a related field (MBA preferred).
• 8 to 15 years of experience in Wealth Management, Private Banking, Investment Advisory, or Relationship Management.
• Prior experience in a Stock Broking, Wealth Management, or Banking organization is mandatory.
• Proven track record in HNI client acquisition, business development, and channel partner management.

Employment Type: Full-Time