Head – Wealth Management

📍 Location: Ernakulam, Kerala

🏢 Employment Type: Full-time

💼 Work Mode: On-site

💰 CTC: Up to ₹8 LPA (Negotiable for the right candidate based on experience and business impact)

📈 Experience: 10+ Years

About the Hiring Organization

We arecalling applicants on behalf of a leading NBFC with a strong presence in financial services, lending, and investment solutions. With a growing customer base and a commitment to delivering innovative financial products, the organization is expanding its Wealth Management business to offer comprehensive investment and wealth advisory services to HNI and affluent clients.

As part of this strategic initiative, the organization is looking for a seasoned Wealth Management leader to establish, grow, and lead the Wealth Management vertical while driving business growth and customer excellence.

Please Note: This recruitment is being managed confidentially on behalf of our client. The organization's identity will be shared with shortlisted candidates during the recruitment process.

About the Role

We are seeking an experienced Head – Wealth Management to build and lead the organization's Wealth Management business from the ground up.

The ideal candidate will have extensive experience in Wealth Management, Private Banking, Investment Advisory, or Financial Product Distribution, along with proven leadership capabilities in building high-performing teams and driving revenue growth. This role will be responsible for developing the wealth management strategy, managing key client relationships, leading a team of Relationship Managers, and expanding the organization's portfolio of investment products.

Key Responsibilities

Strategic Leadership

1. Develop and execute the overall strategy for the Wealth Management vertical.
2. Build and scale the Wealth Management business as a revenue-generating unit.
3. Identify new investment products, partnerships, and business opportunities.
4. Establish operational processes, sales frameworks, and performance metrics.

Team Leadership & Business Development

1. Recruit, mentor, and lead a team of Relationship Managers and Wealth Advisors.
2. Set revenue, AUM, and productivity targets for the team.
3. Drive a high-performance, customer-centric, and compliance-focused culture.
4. Monitor business performance and implement strategies to achieve growth objectives.

Wealth Product Management

Drive business growth across:

1. Non-Convertible Debentures (NCDs)
2. Subordinated Debt Products
3. Mutual Funds
4. Health Insurance
5. Multi-Currency Cards
6. Other Wealth & Investment Products

Maintain strong knowledge of product features, regulatory updates, and market developments.

Client Relationship Management

1. Build and manage relationships with HNI and affluent customers.
2. Provide investment advisory and financial planning solutions.
3. Drive customer acquisition, portfolio growth, cross-selling, and client retention.
4. Ensure a superior customer experience through consultative selling.

Compliance & Risk Management

1. Ensure compliance with RBI, SEBI, IRDAI, and applicable regulatory guidelines.
2. Ensure KYC, suitability assessments, and documentation are completed accurately.
3. Maintain audit-ready records and regulatory reporting standards.
4. Promote ethical selling practices and compliance across the team.

Business Performance & Growth

1. Monitor Assets Under Management (AUM), revenue, and profitability.
2. Analyze business performance and identify growth opportunities.
3. Develop strategic partnerships with AMCs, insurers, and financial institutions.
4. Support new product launches and market expansion initiatives.

Required Qualifications

1. Bachelor's Degree in Finance, Business, Economics, Commerce, or related field.
2. MBA or equivalent qualification is preferred.
3. Minimum 10 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services.
4. 3–5 years of experience leading Wealth Management teams.
5. Strong understanding of investment products and financial markets.
6. Demonstrated success in business development and client relationship management.

Must-Have Skills

1. Wealth Management & Investment Advisory
2. Team Leadership & Business Development
3. HNI Client Relationship Management
4. Mutual Funds, NCDs & Fixed Income Products
5. Financial Planning & Portfolio Management
6. Regulatory Compliance (RBI, SEBI & IRDAI)
7. Revenue Growth & AUM Management

Good-to-Have Skills

1. Health Insurance Product Distribution
2. Multi-Currency Cards & Forex Products
3. Strong Network of HNI / Affluent Clients
4. Business Unit Setup & Team Building
5. Strategic Partnerships with AMCs & Financial Institutions
6. NISM, IRDAI, AMFI, or other relevant certifications

Preferred Industry Background

Candidates from the following industries are encouraged to apply:

1. NBFC
2. Private Banking
3. Wealth Management Firms
4. Investment Advisory
5. Asset Management Companies (AMC)
6. Broking & Financial Services
7. Insurance Distribution
8. Banking

Why Join Us?

1. Opportunity to build and lead a strategic Wealth Management vertical.
2. Work with a fast-growing NBFC focused on innovation and customer-centric financial solutions.
3. High visibility leadership role with significant business impact.
4. Opportunity to build a high-performing team and shape long-term business growth.
5. Competitive compensation and career progression.

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