Job Description
Job Title: Vice President/AVP - Team Lead – Wealth Management.
Role Overview : We are seeking an accomplished professional who can lead from the front – driving business growth, managing high-value client relationships, and mentoring a high-performing team. This role is critical in shaping and executing wealth strategies aligned with the firm’s long-term vision.
Key Responsibilities:
- Lead & mentor a team of wealth managers to deliver superior client outcomes.
- Develop, manage, and expand a portfolio of HNI and Ultra-HNI clients.
- Drive business development initiatives to grow AUM and expand client base in line with firm targets.
- Achieve business targets across Equity Trading (NSE/BSE), Demat accounts, and overall wealth revenue
- Drive sales of Fixed Income products including Corporate FDs, Bonds, and NCDs
- Promote and distribute Mutual Fu...