Job Summary
We are looking for an ambitious professional who can combine business strategy, sales, investment research and operational excellence to help build and grow this vertical.
Location & Department
Location: Vadodara, Jaipur
Experience: 3-8 years (minimum 3 years of relevant experience)
Department: Wealth Management
Reporting To: Senior Management / Directors
Key Responsibilities
- Business Strategy & Vertical Development
- Develop and execute growth initiatives for ACA's wealth management vertical.
- Identify new business opportunities, client segments, distribution channels and strategic partnerships.
- Support the development of a scalable business model covering acquisition, distribution, revenue and retention.
- Conduct competitor benchmarking, market analysis and assessment of emerging wealth management opportunities.
- Work closely with senior management on business plans, revenue targets and expansion strategies.
- Sales & Business Development
- Drive acquisition of HNI, affluent and other relevant investor segments.
- Develop sales strategies for Mutual Funds, PMS, AIFs, fixed-income products and other suitable wealth solutions.
- Identify cross-selling opportunities within ACA's existing client base and business partner network.
- Build relationships with wealth distributors, referral partners and prospective clients.
- Track business conversions, revenue, client acquisition and sales productivity.
- Coordinate and support wealth sales teams as the vertical expands.
- Research, Investment Analysis & Product Understanding
- Possess strong knowledge of financial markets, investment products, asset allocation and portfolio construction.
- Conduct comparative analysis of Mutual Funds, PMS, AIFs and other investment solutions.
- Evaluate investment products on performance, risk, suitability, liquidity and cost.
- Monitor market trends, economic developments and investment opportunities.
- Prepare product research reports, investment presentations and business insights.
- Coordinate with internal research teams and external product manufacturers.
- Support portfolio reviews and client communications within the applicable regulatory framework.
- Process Management & Operational Excellence
- Design and improve operational processes for the wealth management business.
- Develop SOPs for client onboarding, documentation, product distribution, transaction processing, reporting and servicing.
- Coordinate with technology, operations and compliance teams to automate workflows.
- Develop dashboards and MIS reports to monitor business performance.
- Identify operational inefficiencies and implement scalable solutions.
- Ensure adherence to relevant SEBI, AMFI and other applicable regulatory requirements.
- Leadership & Cross-Functional Coordination
- Work closely with senior management to implement strategic initiatives.
- Coordinate with sales, research, marketing, technology, compliance and operations teams.
- Take ownership of assigned business development projects.
- Assist in training and developing relationship managers and distribution partners.
- Establish performance metrics and monitor execution against business objectives.
Ideal Candidate Profile Professional Experience
- Minimum 3 years of relevant experience in wealth management, private banking, investment distribution, stock broking or financial services.
- Practical exposure to business development, sales strategy and operational processes.
- Understanding of Mutual Funds, PMS, AIFs, capital markets and wealth products.
- Ability to analyse investment products, financial data and market developments.
- Experience in developing or improving business processes.
- Prior exposure to HNI clients, distribution channels or wealth management teams would be an advantage.
Key Competencies
- Business strategy and commercial acumen.
- Sales and relationship-building capabilities.
- Research-oriented and analytical mindset.
- Strong process management and execution skills.
- Ability to take ownership and work independently.
- Excellent communication and stakeholder management.
- Proficiency in Excel, PowerPoint and financial analysis tools.
Educational Qualifications
- MBA/PGDM in Finance, Marketing or Business Management, CFA, CA or equivalent qualifications preferred.
- Relevant NISM certifications would be an advantage, with mandatory certifications required for regulated activities where applicable.
- Strong practical experience and demonstrated execution capabilities may be preferred over formal qualifications.
Key Performance Indicators (KPIs)
- Growth in wealth assets under distribution/management, as applicable, and net client inflows.
- Revenue generation and profitability contribution.
- Client acquisition and conversion.
- Business partner activation and distribution growth.
- Cross-selling and product penetration.
- Successful implementation of business strategies and initiatives.
- Process efficiency and operational improvements.
- Client retention and service quality.
Preferred Candidate Background
- Candidates from wealth management firms, private banking divisions, stock broking houses, investment distribution companies and wealth-focused fintech businesses will be preferred.
- We are particularly interested in young, ambitious, analytically strong professionals with an entrepreneurial mindset, who are capable of combining business development with strategic planning, research and operational execution.
- The role offers an opportunity to work directly with senior management and contribute meaningfully towards establishing and scaling ACA's wealth management business.
