About Angel One:
Angel One is one of India's fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, we're building at scale – and building for impact.
Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science.
We're a builder's company at heart. You'll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions – every single day.
The vibe Think less hierarchy, more momentum. Everyone has a seat at the table and a shot to build something that lasts.
Be part of a team that's scaling sustainably, thinking big, and building for the next billion.
Why You'll Love Working at Angel One!
- Tech Systems that run at Scale: From AI to real-time data infra, you'll work on tech that's ahead of the curve and solve problems that truly matter.
- Build one of India's Leading Fintech Platform: We're not just disrupting finance – we're shaping how billion Indians access wealth.
- Own It. Drive It. Scale It: You'll have the freedom to lead, the resources to build, and the opportunity to leave your mark.
- Empowered Growth: We invest in your growth and empower you to explore your full potential.
- Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more.
Job Title: Business Head - Wealth (Assisted)
Location: Mumbai
What you will do:
As the Business Head - Wealth, you will be responsible for leading and scaling the wealth management division of the company. Your role will include overseeing product development, client acquisition, regulatory compliance, and partnership strategies, ensuring the business unit's sustainable growth. This is a senior leadership role requiring strategic vision, operational excellence, and a deep understanding of wealth management in a fintech context.
Key Responsibilities:
Strategic Leadership:
- Develop and implement strategies for the wealth management business, focusing on customer acquisition, retention, and overall profitability.
- Identify and evaluate new market opportunities, emerging trends, and competitive landscape to drive business growth.
Business Development & Partnerships:
- Build and maintain relationships with key stakeholders including financial institutions, investment partners, and regulatory bodies.
- Develop distribution channels and strategic alliances to expand the company's market presence in the wealth sector.
Product Development:
- Lead the development and enhancement of wealth management products and services (such as mutual funds, equities, bonds, insurance, etc.) that cater to diverse customer needs.
- Collaborate with cross-functional teams (product, engineering, legal) to ensure seamless and secure product delivery.
Team Leadership & Management:
- Build and lead a high-performing team, providing mentorship and setting performance goals for long-term success.
- Foster a results-driven culture focused on customer satisfaction, innovation, and ethical standards.
Regulatory Compliance:
- Ensure all wealth management services and offerings comply with SEBI regulations, RBI guidelines, and other relevant laws.
- Keep abreast of changes in regulations and adjust business operations accordingly.
Financial Performance & P&L Management:
- Take full ownership of the P&L of the wealth management division, driving revenue growth and optimizing cost efficiency.
- Regularly report on key metrics, providing insight to the executive leadership team on performance and strategy adjustments.
Who you are:
- Bachelor's degree in Finance, Business, or related field (MBA preferred).
- 15+ years of experience in wealth management, investment advisory, or a similar leadership role in a fintech or financial services environment.
- Deep understanding of the Indian wealth management market, including regulatory frameworks and product landscapes.
- Proven track record in growing business units and achieving financial targets.
- Strong leadership, communication, and stakeholder management skills.
- Ability to work in a fast-paced, dynamic environment with a focus on innovation and customer-centricity.
Skills & Competencies:
- In-depth knowledge of wealth management products (mutual funds, insurance, equity investments, etc.).
- Strategic thinking with strong analytical and financial acumen.
- Expertise in managing regulatory compliance and risk.
- Exceptional problem-solving and decision-making abilities.
- Ability to inspire and lead teams towards achieving business goals.
At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI).
As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.
We believe that everyone's unique experiences and viewpoints make us stronger together.
Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.