HIRING | HEAD – WEALTH MANAGEMENT
Location: Cochin / Ernakulam, Kerala
Work Mode: On-site
Experience: 10+ Years
CTC: Up to ₹8 LPA (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 Background
Candidates 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.
Interested candidates can apply/share their profile for consideration.
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Pay: ₹800,000.00 - ₹1,000,000.00 per year
Work Location: In person
