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Urgent Opening- Unit Head( VP- Wealth Managemrent)
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<p>Team Leader – Wealth Management</p><p><strong>Role Objective:</strong></p><p>Lead and manage a high-performing Wealth Management team responsible for acquiring, managing, and deepening relationships with HNI/UHNI and affluent clients while driving revenue, AUM growth, product penetration, and overall business profitability.</p><p>Key Responsibilities</p><ul><li>Lead, coach, and mentor a team of Wealth Relationship Managers to achieve business and revenue objectives.</li><li>Drive acquisition of <strong>HNI/affluent clients</strong> and strengthen existing client relationships.</li><li>Develop and execute strategies for <strong>AUM growth, client retention, cross-selling, and wallet share enhancement</strong>.</li><li>Drive business across <strong>Mutual Funds, PMS, Insurance, Fixed Deposits, Bonds and other investment products</strong>.</li><li>Ensure strong client engagement through need-based investment and wealth solutions.</li><li>Monitor individual and team-level <strong>KPIs, productivity, revenue, AUM, and conversion ratios</strong>.</li><li>Conduct regular performance reviews and provide structured coaching to team members.</li><li>Build a strong sales pipeline through referrals, market mapping, networking, and client acquisition initiatives.</li><li>Ensure adherence to <strong>compliance, KYC, regulatory and internal governance standards</strong>.</li><li>Partner with Product, Operations, Risk, Compliance and other stakeholders for seamless client servicing.</li><li>Identify high-potential talent and actively contribute to <strong>hiring, onboarding and capability building</strong>.</li><li>Prepare business reviews and provide actionable insights to senior management.</li></ul><p>Key Competencies</p><ul><li>Wealth Management & Investment Advisory</li><li>HNI/UHNI Client Relationship Management</li><li>Sales & Business Development</li><li>Team Leadership & Performance Management</li><li>AUM & Revenue Growth</li><li>Cross-Selling & Client Acquisition</li><li>Product Knowledge – MF, PMS, Insurance, FD & Bonds</li><li>Market Intelligence & Competitor Mapping</li><li>Coaching & Talent Development</li><li>Strong Commercial Acumen</li><li>Compliance & Risk Orientation</li></ul><p><br></p><p>Location- Dellhi & Noida</p><p><br></p><p>Experience- 10- 15 yaers </p><p><br></p><p>CTC- 25 LPA- 40 LPA</p><p><br></p><p>Preference will be given to those ( Who can bring team as well)</p><p><br></p><p>Interested Candidate can mail there resume to</p><p>Sonam.singh@bajajcapital.com</p>
