Wealth Head - B2B (Institutional & Partner Channel)

Intellectual Capital HR Consulting Pvt. Ltd.; Pune District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a senior leader to build and scale a B2B wealth business within a listed stock broking and wealth management group in Maharashtra, Pune. The role focuses on corporate, institutional, family offices and channel partners, not direct retail clients.

The candidate will define the B2B wealth roadmap, own P&L, drive partner-driven AUM/AUA expansion, and lead a team of Relationship and Channel Managers, with travel to the branch network required.

Qualifications

• Demonstrated B2B or partner distribution experience with AUM/revenue growth and team leadership.
• Willingness to travel to the branch network.
• MBA/PGDM in Finance or CFA/CFP or equivalent certification preferred.

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

Team leadership

Relationship management

Business development

B2B sales

Education

MBA/PGDM in Finance

CFA/CFP or equivalent certification

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.