Wealth Head - B2B (Institutional & Partner Channel)

Intellectual Capital HR Consulting Pvt. Ltd.; Lucknow; On-site; INR 3,000,000 - 5,500,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is assisting a listed stock broking and wealth management company to hire a senior leader to build and scale its B2B wealth business. The role reports to the CEO/MD and focuses on partner-driven growth with corporates, institutions and family offices.

The candidate will define the wealth roadmap, own P&L, and drive AUM/AUA expansion while ensuring regulatory and risk controls are in place. Travel to the branch network is required.

Qualifications

• MBA/PGDM in Finance or CFA/CFP preferred (not mandatory).
• Certified NISM qualifications as applicable.
• Strong network with corporates, institutions and intermediaries.

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

Skills

B2B sales

Partner network

Team leadership

Relationship management

Education

MBA/PGDM in Finance

CFA/CFP or equivalent

NISM certifications

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.