VP Sales- Wealth Management

Our client is a full-fledged financial institution servicing PMS, AIFs, Family Offices, HNIs/UHNIs & Retail clients. Their product suite includes equity broking, in-house and third-party PMS, global investments, fixed income products, IB deals (pre-IPO, PE, etc.), mutual funds, insurance, advisory services and more. The role-holder will play a key role in driving business growth, client acquisition, and team leadership.



Locations: Bangalore, Hyderabad, Ahmedabad

About the Role

As Vice President you will lead and manage a team of Relationship Managers / Wealth Advisors working with HNIs/UHNi’s, Retail, Family Offices, PMS & AIF clients. The core responsibility is to acquire and service HNI/UHNI’s/Retail/Family Office/PMS/AIF clients, drive equity-broking business, and also pitch our full range of wealth-management and investment products (PMS, AIFs, fixed income, global investments, advisory, etc.) in line with cl...