Wealth Head - B2B (Institutional & Partner Channel)

Intellectual Capital HR Consulting Pvt. Ltd.; Surat; On-site; INR 5,000,000 - 7,500,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is hiring for a senior leader to build and scale a listed stock broking and wealth management company''s B2B wealth business in Surat.

The role targets corporates, institutions, family offices and channel partners, not direct retail. The candidate will own the wealth roadmap, drive revenue growth and partner-driven AUM expansion, and mentor a high-performing team while ensuring SEBI-compliant advisory processes.

Qualifications

• Demonstrated B2B or partner-distribution build with AUM/revenue growth.
• Role requires travel to branch network.
• MBA/PGDM in Finance or CFA/ CFP preferred (not mandatory).
• NISM certifications as applicable.

Responsibilities

• Define and execute the B2B wealth roadmap with P&L ownership.
• Build and lead a team of Relationship Managers and Channel Managers.
• Drive acquisition and deepening with corporates, institutions and intermediaries.
• Oversee design of investment solutions (MFs, PMS, AIFs, structured products, bonds, equities).
• Ensure onboarding/advisory processes comply with SEBI and risk frameworks.

Skills

B2B partnerships

Team leadership

Wealth 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.