Branch Head - Wealth management

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.

Strong leadership, negotiation, and relationship-building skills.

Ability to multitask and independently manage operations.