Unit Head (AVP/VP) - Wealth Manager : IN Leading Finance Company

Unit Head (AVP/VP) - Wealth Manager : IN Leading Finance Company

Job Title: Wealth Manager - Unit Head (AVP/VP)

Location: Pune | Ahmedabad | Jaipur | Bangalore | Mumbai | Hyderabad | Chennai

Department: Wealth Management

Experience: 10 - 12 years ( least 3 -

4 years in a leadership role.)

Key Responsibilities

Team Leadership & Development

• Lead, mentor, and develop a team of Wealth Managers to achieve and exceed

business targets.

• Align team objectives with organizational goals, ensuring effective communication

with senior leadership.

Business Development & Client Acquisition

• Drive targeted acquisition strategies for HNI and UHNI clients.
• Support team members in closing high-value deals and onboarding marquee clients.
• Achieving of P/L Targets

Client Advisory & Relationship Management

• Deliver tailor-made wealth management solutions across asset classes including

Mutual Funds, PMS, AIFs, Bonds, Insurance, and Alternate Investments.

• Maintain high client engagement through market insights and proactive

recommendations.

Compliance & Governance

• Ensure strict adherence to SEBI, AMFI, and other regulatory norms, as well as

internal processes.

Key Skills & Competencies

• Leadership Excellence: Ability to inspire, manage, and retain high-performing

teams.

• Investment Expertise: Strong knowledge of MF, PMS, AIF, Bonds, and insurance

products.

• Business Acumen: Proven track record of growing AUM and client portfolios.
• Client Network: Strong HNI/UHNI market presence and ability to bring new

relationships.

Qualifications & Experience

• Graduate/Postgraduate in Finance, Business Administration, or related field

(MBA/CFP/CFA preferred).

• 10 - 12 years of experience in wealth management/private banking, with at least 3 -

4 years in a leadership role.

• Minimum AUM book of 75100 Cr (across Mutual Funds, PMS, AIF) is mandatory.
• Preference for candidates capable of bringing along a performing team.
• Demonstrated success in managing large HNI/UHNI portfolios and delivering

consistent business growth.

NOTE :

INTERESTED FOR PROFILE PLEASE SHARE RESUME TO EMAIL ID - people1qc@gmail.com OR CAN CONTACT ON GIVEN NUMBER

Thanks & Regards

Shraddha Bamne.

HR Executive

QuotientConsultancyTM

Tel : +91-22-40697704 / 9324700692

EMAIL ID : people1qc@gmail.com