01Overview
HIRING | HEAD WEALTH MANAGEMENT
Location: Cochin / Ernakulam, Kerala
Work Mode: On-site
Experience: 10+ Years
CTC: (Negotiable for the right candidate based on experience & business impact)
Industry: NBFC / Financial Services
We are hiring Head Wealth Management on behalf of a leading NBFC that is expanding its Wealth Management business focused on HNI and affluent clients.
This is a high-visibility leadership opportunity to build, scale, and lead the Wealth Management vertical from the ground up.
Key Responsibilities Develop and execute the Wealth Management business strategy
Build and lead high-performing Relationship Manager & Wealth Advisor teams
Drive AUM, revenue, profitability, client acquisition and retention
Manage HNI & affluent client relationships and investment advisory
Drive distribution of Mutual Funds, NCDs, Fixed Income, Insurance, Multi-Currency Cards & other investment products
Develop strategic partnerships with AMCs, insurers and financial institutions
Establish sales processes, KPIs and performance frameworks
Ensure compliance with RBI, SEBI & IRDAI regulations
Identify new business opportunities and support market expansion
Must-Have Skills Wealth Management & Investment Advisory
Team Leadership & Business Development
HNI Client Relationship Management
Mutual Funds, NCDs & Fixed Income Products
Financial Planning & Portfolio Management
Regulatory Compliance RBI, SEBI & IRDAI
Revenue Growth & AUM Management
Preferred BackgroundCandidates from NBFCs, Private Banking, Wealth Management Firms, Investment Advisory, AMCs, Broking, Insurance Distribution or Banking are encouraged to apply.
Preferred qualifications/certifications: MBA / NISM / AMFI / IRDAI or relevant financial services certifications.
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