Website Dimensions HRD Consultants
AVP / VP – Wealth Management – Mumbai
Key Responsibilities:
– Lead and grow a portfolio of HNI/UHNI clients, driving AUM, revenue and profitability.
– Develop strategic client relationships and originate high-value business opportunities.
– Provide senior-level advice across investments, portfolio strategy and wealth management solutions.
– Drive client acquisition, retention and share-of-wallet growth.
– Build strong market presence through networks, referrals and strategic partnerships.
– Partner with product and investment specialists to deliver bespoke wealth solutions.
– Provide market insights and contribute to the growth and development of the Wealth Management franchise.
– Mentor senior RMs and contribute to building a high-performance team culture.
– Ensure strong governance, risk management, compliance and client outcomes.
Skills & Experience:
– 10+ years in Wealth Management / Private Banking / Investment-led Financial Services.
– Proven track record in HNI/UHNI relationship management, AUM and revenue growth.
– Strong expertise in investment products, financial markets and wealth solutions.
– Established network and credibility with HNI/UHNI clients, entrepreneurs and family offices.
– Exceptional executive presence, communication, influencing and negotiation skills.
– Strong commercial acumen, strategic thinking and business origination capability.
– Demonstrated leadership and ability to mentor and influence high-performing teams.
– High integrity, discretion, judgement and strong client-centricity.
To apply for this job please visit www.iimjobs.com.
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