Wealth Head B2B Corporate, Institutional & Channel Partner Wealth Solutions

Department: Wealth Management
Reports To: Chief Executive Officer / Managing Director
Location: Mumbai
Employment Type: Full-Time | Senior Management
Business Focus: B2B – Corporate, Institutional & Channel Partner Wealth Solutions

About the Organisation

A leading financial services organisation with a robust presence across India's capital markets and wealth-management ecosystem.

The organisation offers a diversified range of financial products and services across wealth management, broking, portfolio management, investment products, institutional solutions and allied financial services.

As part of its growth strategy, the organisation is strengthening its B2B Wealth Management franchise, with a focus on corporate and institutional relationships and partner-led distribution.

Role Summary

The Wealth Head will lead and scale the B2B Wealth Management business, with end-to-end responsibility for strategy, P&L;, revenue growth, partner relationships, AUM/AUA expansion and team leadership.





The role will focus primarily on acquiring and developing relationships with corporates, institutions, family offices and wealth-distribution partners, including IFAs, distributors, sub-brokers and RIAs.

The incumbent will work closely with internal businesses such as broking, PMS, investment-product distribution, institutional businesses and merchant banking to create an integrated B2B wealth proposition.

Key Responsibilities

1. Business Strategy & P&L; Ownership
- Define and execute the strategic roadmap for the B2B Wealth Management vertical.
- Own the P&L; of the wealth-management business.
- Drive revenue growth, profitability and partner-driven AUM/AUA expansion.
- Develop business plans, revenue targets and growth strategies for the vertical.
- Identify new business opportunities across corporate, institutional and intermediary segments.
- Monitor business performance and take corrective actions

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