Unit Head (Wealth Management/Private Banking) Team Handling For NBFC

Unit Head (Wealth Management/Private Banking) Team Handling

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

Interested please connect with Mahek 9137263337 and drop CV at quotientconsultancy@gmail.com

Role Overview

The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for

guiding, mentoring, and managing a team of high-performing Wealth Managers across the

assigned location. This position focuses on driving significant growth in Assets Under

Management (AUM) and Assets Under Advice (AUA) by acquiring and managing

HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional

client experiences.

Candidates must have a minimum existing AUM book of 75100 Cr (across Mutual

Funds, PMS, and AIF). Preference will be given to candidates who can onboard an existing

performing team.

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).
• 1012 years of experience in wealth management/private banking, with at least 3 - 4 years in a leadership role.

1012 years of experience in

, with at least 3 -4 years in a leadership role.

• Preference for candidates capable of bringing along a performing team.
• Demonstrated success in managing large HNI/UHNI portfolios and delivering

consistent business growth.