Website:
finroles.com
Job details:
Role: Branch Head – Wealth Management
Description:
Key Responsibilities
1. Business Development
• Acquire HNI/UHNI clients and build a strong AUM base.
• Drive revenue generation through wealth products.
• Develop local referral networks (CAs, corporates, real estate)
• Meet and exceed branch revenue and AUM targets.
2. Team Building & Leadership
• Recruit, train, and manage Relationship Managers and support staff.
• Develop a performance-driven culture.
• Mentor team members for productivity and client servicing
excellence.
3. Portfolio Advisory
• Provide holistic wealth solutions across:
• Mutual Funds
• PMS & AIF
• Equity & Debt Products
• Insurance
• Structured Products
• Ensure superior client engagement and retention.
4. Branch P&L Ownership
• Drive profitability and cost optimization.
• Monitor revenue, expenses, and operational metrics.
• Ensure compliance with internal and regulatory norms
Qualifications & Skills:
• 6+ years of experience in Wealth Management / Private Banking.
• Strong network of HNI/UHNI clients in Nagpur / Hyderabad.
• Prior experience in branch handling or team management
preferred.
• Entrepreneurial mindset with expansion vision.
Click on Apply to know more.