Branch Head – Wealth Management

Key Skills & Competencies:

• Strong leadership and people management abilities.
• Excellent communication, negotiation, and interpersonal skills.
• Deep understanding of financial products: Mutual Funds, Insurance, PMS, Bonds, and other investment instruments.
• Analytical mindset with strong business acumen.
• Ability to work under pressure and deliver on targets.

Key Responsibilities:

Business Development & Revenue Growth

Team Leadership & Management

Client Relationship Management

Operations & Compliance

Strategic & Administrative Responsibilities

Qualifications & Experience:

• Graduate / Postgraduate in Finance, Commerce, or Business Administration (MBA preferred).
• NISM / AMFI certification (mandatory).
• Minimum

  7–12 years

  of experience in Wealth Management, Financial Advisory, or Banking sector, with at least

  3–5 years in a leadership role.

Compensation

Rs. 15 – 25+ lac pa

Contact - hr@enrichwise.com / career@enrichwise.com

+91 8779473221