A.C. Agarwal Share Brokers is an Indian stock broking company with 20+ years of experience in the capital markets. The company holds memberships of most of India's top stock exchanges and depositories, including NSE, BSE, MCX, and CDSL. With a team of 250+ authorized partners, AC Agarwal is committed to building growth and wealth creation at a national level.
Job Description: Vice President (VP) – Wealth Management Role Summary
We are looking for an experienced and result-oriented Vice President – Wealth Management to drive business growth by acquiring HNI/UHNI clients, expanding distribution partnerships, and delivering comprehensive wealth management solutions.
Key Responsibilities
- Drive business development and achieve Wealth Management sales targets.
- Acquire and manage HNI/UHNI, Corporate, and Institutional clients.
- Build and grow business through Wealth Distribution Partners, Channel Partners, Authorized Persons (APs), and IFAs.
- Identify, onboard, train, and support new distribution partners.
- Promote Wealth Management products including Mutual Funds, PMS, AIF, Equity, Bonds, Insurance, IPOs, and Fixed Income Products.
- Conduct portfolio reviews and provide investment solutions based on client requirements.
- Monitor partner performance and implement strategies to increase revenue.
- Coordinate with Research, Operations, and Compliance teams to ensure excellent client service and regulatory compliance.
Qualifications & Experience
- Bachelor's degree in Commerce, Finance, Business Administration, or a related field (MBA preferred).
- 8–15 years of experience in Wealth Management, Private Banking, Investment Advisory, or Relationship Management.
- Prior experience in a Stock Broking, Wealth Management, or Banking organization is mandatory.
- Proven track record in HNI client acquisition, business development, and channel partner management.
Employment Type: Full-Time
Location: Vadodara
Why Join Us?
- Opportunity to lead and grow a high-potential Wealth Management business.
- Competitive compensation with attractive performance-based incentives.
- Exposure to a diverse range of investment products and financial solutions.
- Collaborative and growth-oriented work environment.
- Excellent career advancement opportunities within a leading capital market organization.
Pay: ₹100,000.00 - ₹200,000.00 per month
Benefits:
- Paid sick time
- Provident Fund
Work Location: In person
