About the role
Lead Wealth Management activities across the assigned cluster, driving revenue, market share, and business growth while strengthening the Client Capital Wealth brand. Manage HNI/UHNI client relationships, lead financial planning and portfolio management, and drive business development. Use market insights and analytics to improve portfolio performance, client engagement, team productivity, and service quality while ensuring compliance.
Responsibilities:
- Lead cluster-level wealth business and achieve revenue and market share targets.
- Build and retain HNI/UHNI relationships and drive new client acquisition.
- Guide teams on financial planning, portfolio management, and investment solutions.
- Analyze portfolio performance and business data, identify market opportunities, strengthen client engagement, support marketing initiatives, and ensure service quality, risk management, and regulatory compliance.
Requirements:
- 8-12 years of wealth management experience.
- Experience in wealth management.
- Leadership experience, target orientation.
- Good-to-have skills: Strong existing HNI/UHNI, managing large teams, private banking, and NBFC.
Competencies:
- Portfolio performance and risk analysis.
- Portfolio modelling and asset allocation.
- Financial planning and investment analysis.
- Business analytics and MIS reporting.
- Revenue, AUM, and market-share analysis.