Wealth Head - B2B (Institutional & Partner Channel)

Intellectual Capital HR Consulting Pvt. Ltd.; Gurugram District; On-site; INR 6,500,000 - 11,000,000; Full time

Job summary

INTELLECTUAL CAPITAL HR CONSULTING PVT. LTD. in Gurugram is seeking a senior leader to build and scale a wealth business on a B2B model, reporting to the CEO/Managing Director.

The role targets corporates, institutions, family offices and channel partners—not direct retail clients. Key responsibilities include defining and executing the B2B wealth roadmap, owning the P&L, driving revenue growth and partner-driven AUM expansion, and leading a team of Relationship Managers and Channel Managers.

Qualifications

• MBA / PGDM in Finance or CFA/CFP or equivalent preferred (not mandatory)
• NISM certifications as applicable
• Proven B2B wealth-management track record with partner AUM/revenue growth

Responsibilities

• Define and execute the B2B wealth roadmap; own the P&L including revenue growth and partner-driven AUM/AUA expansion
• Build, mentor and lead a team of Relationship Managers and Channel Managers
• Drive acquisition and deepening with corporates, institutions, family offices and intermediaries
• Oversee design and delivery of investment solutions for partner distribution (mutual funds, PMS, AIFs, structured products, bonds, equities)
• Ensure onboarding, advisory processes and portfolio recommendations comply with SEBI regulations and internal risk frameworks

Skills

B2B partnerships

Team leadership

P&L ownership

Education

MBA / PGDM in Finance

CFA / CFP or equivalent

Job description

A listed stock broking and wealth management company is hiring a senior leader to build and scale its wealth business on a B2B model, reporting to the CEO / Managing Director.

Important: this is a B2B charter - corporates, institutions, family offices and channel partners (IFAs, distributors, sub-brokers, RIAs) - NOT direct retail clients.

Key responsibilities:

• Define and execute the B2B wealth roadmap; own the P&L including revenue growth, partner-driven AUM / AUA expansion and cost management
• Build, mentor and lead a team of Relationship Managers and Partner / Channel Managers
• Drive acquisition and deepening with corporates, institutions, family offices and intermediaries
• Oversee design and delivery of investment solutions - mutual funds, PMS, AIFs, structured products, bonds and equities - packaged for partner distribution
• Ensure partner onboarding, advisory processes and portfolio recommendations comply with SEBI regulation and internal risk frameworks

Must have:

• A demonstrated B2B or partner-distribution build with partner AUM growth, revenue growth and team leadership, plus an existing network of corporates, institutions and intermediaries.
• The role involves travel to the branch network.
• MBA / PGDM in Finance, or CFA / CFP or equivalent professional certification preferred (not mandatory).
• Relevant NISM certifications as applicable.