208 Private Wealth Jobs

Working Days: Monday to Friday Role Overview: We are seeking a dynamic professional to drive B2B sales of our Portfolio Management Services (PMS). The role focuses on building and managing strong relationships with Wealth Managers, IFAs, RIAs, and Distribution Partners, ensuring deeper market penetration and higher business volumes for PMS. Key Responsibilities: Channel Development: Identify, empanel, and onboard new distribution partners (Wealth Managers, IFAs, RIAs, Family Offices, Banks). Sales Growth: Promote in-house PMS products to the partner network and drive business targets. Relationship Management: Build and maintain long-term relationships with channel partners to enhance engagement and increase wallet share. Training & Support: Conduct product presentations, training sessions, and joint client meetings with partners to support PMS sales. Market Intelligence: Track competitor offerings, market trends, and provide feedback to the product team. Revenue Achievement: Meet assigned business targets in terms of PMS AUM and partner activation. Desired Candidate Profile: Experience: Experience in B2B sales/distribution of PMS/Investment products (Wealth Management, AMC, or Distribution background preferred). Network: Strong existing relationships with IFAs, RIAs, Banks, and Wealth Management firms in Mumbai and Western region. Skills: Excellent communication, presentation, and relationship management skills. Product Knowledge: In-depth understanding of PMS, AIFs, and capital market products. Qualification: MBA/PGDM/Graduate in Finance or related discipline. Would you like me to also create a LinkedIn job post version of this (short, catchy, with hashtags) like we did for your B2C role, or keep this only as a detailed JD document?

Job Title: CFP & Sr. Relationship Manager / Investment Advisor Experience: 4-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities: Client Relationship Management: Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firms client base. Financial Planning: Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. Develop and present comprehensive financial plans tailored to clients goals, risk tolerance, and financial circumstances. Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan. Business Development: Leverage existing networks and relationship-building skills to acquire new clients and expand the firms assets under management (AUM). Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. Requirements: Qualifications: Bachelors degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner, CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 4 years of experience in financial planning and wealth management in India. At least 2 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM). Skills: Strong knowledge of Indian financial products, tax laws, and investment vehicles. (e.g. mutual funds, ULIPs, PMS, REITs) Expertise in financial planning tools and software. Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. Proven ability to build and maintain client trust, with a client-centric approach to service delivery. About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

Work Level : Individual Core : Communication Skills, Result Driven, Problem Solving Leadership : Building Work Relationships, Working Independently Industry Type : Banking Function : Investment Banking, Private Equity & VC Key Skills : Private Banking,Private Client Group,Private Wealth,PCG,Wealth,Wealth Management,Investment Advisor,Mutual Fund,Mutualfund sales Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Job Duties & Responsibilities Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades. Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries. Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity. Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team. Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures. Establish Bank as a wealth management provider in India. Undertake frequent competitor analysis so that bank product suite is in line with (or ahead of) competing banks. These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the brand. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries. Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity. Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer. This will entail constant interaction with the asset management companies & customers. Company Description Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal. We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers. For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2 (Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well). So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don&apost hesitate to apply today. We are waiting for you! Show more Show less

This Opportunity is with a leading Financial Services company for their office in Mumbai location Role: Wealth Manager Experience: 5 - 8 Years Job Description: Roles & Responsibilities: Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions. Designing And Executing Investment Strategies To Drive Portfolio Performance And Retention. Cross-Selling Financial Products Including Mutual Funds, PMS, AIFs, NCDs, Insurance, And Structured Products. Supporting Strategic Account Planning And Ensuring Proactive Engagement With At-Risk Clients. Required Skillset: Qualification: Any Graduate Full Time Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 CR. Preferable Candidates with profile name as (Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM). Interested Candidates can share their CV's at priyal@topgearconsultants.com

We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for you! Wealth Management Positions: Co-Head Wealth Management Managing Partner Regional Head Wealth Management Team Leaders Relationship Manager Individual Contributors These roles involve leading and driving wealth management teams, developing and maintaining strong client relationships, and delivering customized financial solutions to HNI and UHNI clients. PMS Sales Positions: AVP PMS Sales VP – PMS Sales Head - PMS Sales PMS Sales professionals will be responsible for business development, investor acquisition, and promoting portfolio management services to high-net-worth individuals and institutional clients. If you're passionate about wealth management and investment sales, we’d love to connect! Send your updated resume to prashant@intellectualcapital.co.in , and we will reach out with the most suitable opportunity based on your experience and location. #WealthManagement #PMS #Hiring #FinanceJobs #InvestmentBanking #AssetManagement #RelationshipManager #CareerGrowth #BangaloreJobs #MumbaiJobs #DelhiJobs #FinanceCareers

SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.

Acquire HNI/UHNI clients & conduct discovery meetings Pitch & onboard Mutual Funds, PMS, AIFs, Bonds, Insurance Conduct seminars, webinars, networking & referrals Maintain CRM & ensure compliance Achieve revenue & lead conversion targets Health insurance

Key Responsibilities Strategic Business Leadership: Define and implement strategies to grow AUM and expand the Private Wealth business across regions. Team Leadership & Mentorship: Lead, coach, and inspire multiple teams of Private Wealth Managers/Team Leaders, fostering a high-performance culture. Client Acquisition & Retention: Build strong relationships with HNI/UHNI clients, family offices, and institutions, driving large-ticket investments. Product Advisory: Deliver comprehensive wealth solutions across PMS, AIFs, structured products, MF, and succession/estate planning. Revenue & P\&L Ownership: Drive revenue growth, profitability, and cost efficiency for the vertical. Market Positioning: Represent SMC at industry forums, events, and partnerships to enhance brand positioning in wealth management. Compliance & Governance: Ensure regulatory adherence, client confidentiality, and ethical standards. Desired Profile Experience: 12-18 years in wealth management, with proven success in managing good AUM and leading large teams. Leadership: Demonstrated ability to build, scale, and manage private wealth businesses at a regional/national level. Relationships: Strong network with HNIs, UHNIs, family offices, and institutional clients. Skills: Strategic mindset, strong business acumen, client advisory expertise, and leadership presence.

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Act as a strong bridge between the Research & Analysis team for regular updates Preferred candidate profile 9 - 10 years of experience in Wealth , PMS,AIF, Investment Advisory, Family Offices or Private Banking . Should be in Current or previous organization for atleast 2 years minimum as stability factor Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with excellent Communication & Client engagement skills . Requisite certifications mandatory (Non Acquisition experience analyst not managing portfolios & Br Banking candidates kindly excuse ) Perks and benefits CTC ; 12 - 15 lacs (Negotiable for the right candidate)

You are a self-motivated and result-driven individual with a strong leadership quality of delegation. As a Wealth Manager in the Banking industry, your role will involve tasks related to financial planning, investment management, investments, finance, and insurance. This full-time on-site position is located in Delhi and requires expertise in Wealth Management, Ultra HNI, Relationship Management, Private Wealth, and Portfolio Management. To excel in this role, you must possess a PG/Master's degree in Finance, Economics, or a related field. Your qualifications should include financial planning and investment management skills, experience in investments and finance, knowledge of insurance practices, as well as strong analytical and problem-solving abilities. Excellent communication and interpersonal skills are essential, along with the ability to work well in a team environment. Possessing relevant certifications such as CFA, CFP, or similar will be an added advantage. Workassist is an online recruitment and employment solution that provides a platform in India for connecting job seekers with relevant profiles to employers across various industries. They work with recruiters in sectors such as Banking & Finance, Consulting, Sales & Marketing, Healthcare, IT, Operations, and legal, offering opportunities for career growth and development. If you are seeking a new challenge, a supportive work environment, and an opportunity to advance your career, apply today and explore the numerous opportunities available on the portal. Join us at Workassist and take the next step towards a successful career. We look forward to welcoming you!,

Job Title RM - Insignia Preferred Banking Department Retail Business Bankers Grade Manager/SM/AVP Team size Job Location Reporting To A) Position Purpose To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners B) Position Purpose ities Sr. Key Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual (resident and NRI) clients. Increase product penetration and exit barriers, by cross- selling more number of products per client. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. Work in close coordination with Client Experience Managers to deliver superior service to clients. Ensuring adherence to Compliance processes and guidelines. Reduce rejection rates and improve quality of documentation. Ensuring 360 client engagement Total Client Ownership. C) Qualifications and Experience Requirement Qualifications Minimum Graduate Preferred MBA/ Post Graduate Experience Essential - Relevant Business Banking / Wealth Management Experience in Banks, NBFC, Brokerage House. Relevant experience as below: Senior Relationship Manager 6+ years Relationship Manager 3 6 years

• Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. • Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy. • Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service levels are constantly improving.

• Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. • Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy. • Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service levels are constantly improving.

This position looks at a detail-oriented candidate & driven candidate for handling the channel business development function of the firm. The job is primarily handling, nurturing, deepening relationships with existing channel partners with a target of growing both mind share & wallet share with them. Another important deliverable will be looking at onboarding new partners across segments. The candidate must have good knowledge of equities along with other soft skills. The candidate will be required to travel across the country to meet channel partners & advisors, keeping them updated about the key business developments. Experience: Minimum of 5 years plus of experience in a similar business role is preferred with a referred overall work experience of 10 years plus Job Description: To manage the mapped existing channel relationships across segments Grow the existing channel partner base by onboarding new value adding partners across segments like: Banks, NDs, Private Wealth, Mass affluent partners, regional CPs, etc. To nurture all CP relationships with a clear understanding of growing mind share & wallet share with them. Improvise & implement any business development activities in the across various regions in alignment of the regional teams. To assist teams across sales, service, products, etc. Skillset Required: Excellent analytical, problem-solving, and decision-making skills. Exceptional leadership and management skills. Effective communication and negotiation skills. Strong business acumen. Detail-oriented and persuasive.

We are one the fastest growing Private Banking firms in the country with AUM of over 24,000crs and growing exponentially. Key USPs: Banking * 7.25% on Savings account interest with monthly interest credit. * Zero Fee Banking * Lowest Forex Remittance Rates * Metal Debit & Credit Card (by Invitation First Private Card) with 0% Forex Markup on all International spends * GIFT City accounts for NRIs - with 5.25% on USD Savings Account * Host of other Banking Privileges * Invite to exclusive events on networking, concerts, seminars, art exhibitions Wealth Management * Propriety model on portfolio with excellent track record of constantly generating alpha over the benchmark * Widest range of investment products - with over 30 different strategies on Equity PMS & AIFs * Unlisted opportunities * Direct Equity with 3-in-1 accounts * Direct G-Sec * Unique Debt PMS, Debt AIFs, Corporate FDs * Structured Solutions on Protection * Investment ideas to hedge equity with constant income generating opportunities * Overseas investment opportunities * Tax Advisory, Estate Planning Services With a strong 20member Research & Analytics team to back us we are quite confident of offering you a world class experience on Wealth Management. Look forward to an opportunity to introduce Private Banking to you .

Advise & acquire Ultra HNI/Super HNI/NRI clients, manage portfolios, offer Arbitrage, PMS, AIF, SIP, Bonds & Structured Products, achieve targets, build lasting relationships & deliver tailored investment solutions. Required Candidate profile Experience with NBFC / Broking companies compulsory Minimum 8-10 years exp in wealth management Perks and benefits plus company benefits Incentives

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Interested candidate can share their profiles at sonam.singh@bajajcapital.com

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Ensure all operations day to day integration along with seamless Liasoning with Research Team Preferred candidate profile ; ( Local candidates from Pune with sizeable PUNE market experience Only) MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open for Individual role can be looked as Sr RM's/Partners/Sr Partners/Managing Partners Candidates willing to shift along with their teams are welcome PRIVATE BANKING experience only , Family Office experience also share Analyst , Equity traders , Operations exp only pls excuse Perks and benefits CTC ; 45 - 50 lacs (Negotiable & not a constrain for the right candidate commensurate with exp )

We are hiring for Relationship Manager Wealth for A Private bank. Role & responsibilities Acquisition of HNI/Ultra HNI clients to the bank. Maintaining existing clients and Serving & Maintaining Good relationship Generating the revenue to the bank Preferred candidate profile Minimum 3+ Years sales experience into Wealth Banking , HNI/Ultra HNI , investment products Interviews are going on !!! Interested candidates share their profiles to Mail id Vijayakumar.avula@gmail.com or call to 9959342908.

We are hiring for Relationship Manager Wealth for A Private bank. Role & responsibilities Acquisition of HNI/Ultra HNI clients to the bank. Maintaining existing clients and Serving & Maintaining Good relationship Generating the revenue to the bank Preferred candidate profile Minimum 3+ Years sales experience into Wealth Banking , HNI/Ultra HNI , investment products Interviews are going on !!! Interested candidates share their profiles to Mail id Vijayakumar.avula@gmail.com or call to 9959342908.

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining client relationships and generate AUM from preferred clients. - Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients - Track the Affluent & Super Affluent Client segment in the market for new client acquisition - To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. - To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. - To conduct and assist in organizing seminars, workshops and other business development activities. Skills : - Team Management Skills - Collaboration - Excellent networking and communication skills - Self-motivated and passionate about financial markets - Keeps track of trends in the financial services industry Preferred candidate profile - Minimum of 10 To 15+ years of experience - PRE-REQUISITES: - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. - Handle and manage clients with a minimum Investment amount of Rs 1cr and above. - Experience of advising clients across all asset classes. - Candidates having good vintage in their present as well as previous companies.

About Company One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India. Private Wealth - Head / Lead / TL /AVP / VP Experience - 10 to 25+ yrs Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad,Jaipur Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. Expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory. PRE-REQUISITES : - Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must. Overall experience of around 10-20 years in the desired role with team management experience of min 3-4 years. Should have own set of Client relationships and AUM and also the team client relationships. Recruitment and managing a team of Relationship Managers / Senior Relationship Managers. Planning and achieving self and team sales targets through the defined Wealth Management products. Responsible for acquiring Preferred clients (HNI/Ultra HNI) Maintaining client relationships and generate AUM from Preferred clients. Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio

LGT Wealth is seeking highly experienced and result-oriented Relationship Managers in the Private Wealth Management space. The ideal candidate will have a deep understanding of financial products, a strong track record of client acquisition and retention, and a current book size exceeding INR 400 Cr. This role involves providing strategic wealth solutions, deepening existing relationships, and acquiring HNI/UHNI clients. Key Responsibilities: Manage and grow a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Provide customized investment advice across asset classes: equity, debt, real estate, alternative investments, PMS, AIFs, and structured products. Deepen wallet share and manage client portfolios to deliver consistent and long-term results. Acquire new clients through networks, referrals, and proactive market engagement. Maintain a high standard of compliance, documentation, and risk management in all dealings. Collaborate with internal teams and product specialists to deliver best-in-class solutions. Candidate Eligibility Criteria: Experience: Minimum 10 years in private wealth management or related financial services. Current Book Size: Minimum INR 400 Cr across all asset classes (must be active and managed directly). Clientele: Strong relationships with HNI/UHNI clients, Family Offices, Promoters, and CXO-level individuals. Skills Required: Excellent knowledge of financial markets and investment products. Strong relationship management and client servicing capabilities. Proven track record of revenue generation and client retention. Education: Bachelor's Degree (mandatory); MBA/CA/CFA preferred. Location Flexibility: Open to candidates based in or willing to relocate to Delhi, Mumbai, Bangalore, or Chennai.

Our client a leading NBFC Position - Regional Head/Cluster Head -Wealth Management Experience - 10 yrs to 25+ yrs Location - Chennai / Jaipur / Delhi / Mumbai /Ahmedabad / Pune / Kolkata / Indore Requirement - Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services. Helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. A business manager as he would be responsible for P & L of his team. Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high Maintaining profitability targets by ensuring good IRR and cross sell Identifying streams for revenue growth & developing business plans to build consumer preference Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team To ensure achievement of acquisition, activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers