Role Summary

- We are looking for an experienced and result-oriented Vice President
- Wealth Management to drive business growth by acquiring HNI/UHNI clients, expanding distribution partnerships, and delivering comprehensive wealth management solutions.

Key Responsibilities

- Drive business development and achieve Wealth Management sales targets.
- Acquire and manage HNI/UHNI, Corporate, and Institutional clients.
- Build and grow business through Wealth Distribution Partners, Channel Partners, Authorized Persons (APs), and IFAs.
- Identify, onboard, train, and support current distribution partners.
- Promote Wealth Management products including Mutual Funds, PMS, AIF, Equity, Bonds, Insurance, IPOs, and Fixed Income Products.
- Conduct portfolio reviews and provide investment solutions based on client requirements.




- Monitor partner performance and implement strategies to increase revenue.
- Coordinate with Research, Operations, and Compliance teams to ensure excellent client service and regulatory compliance.

Qualifications & Experience

- Bachelor''s degree in Commerce, Finance, Business Administration, or a related field (MBA preferred).
- 15 years of experience in Wealth Management, Private Banking, Investment Advisory, or Relationship Management.
- Prior experience in a Stock Broking, Wealth Management, or Banking organization is mandatory.
- Proven track record in HNI client acquisition, business development, and channel partner management.
- Employment Type: Full-Time

📌 Zonal Head - Wealth Management (Vadodara)
🏢 A C Agarwal Share Brokers
📍 Vadodara