Role & responsibilities
- Lead and scale the wealth management sales function, driving revenue growth and expansion of Assets Under Management (AUM).
- Build, manage, and mentor a high-performing team of Wealth Managers, ensuring strong productivity and consistent performance delivery.
- Drive HNI/UHNI client acquisition and relationship deepening through structured sales initiatives and personal networks.
- Expand client engagement across Equity Advisory, Mutual Funds, PMS, AIFs, Debt & Income Funds, and Insurance solutions.
- Design and implement sales strategies, performance frameworks, and growth plans aligned with company objectives.
- Ensure superior client servicing standards, retention, and long-term relationship management.
- Collaborate with leadership to strengthen market presence and identify new growth opportunities.
- Uphold high standards of compliance, governance, and advisory excellence across client engagements.

Preferred candidate profile




- 5-10+ years of experience in wealth management or financial services sales, with a strong track record in AUM and revenue growth.
- Proven experience in leading and managing wealth sales teams.
- Demonstrated success in acquiring and managing HNI/UHNI client relationships.
- Solid understanding of Mutual Funds, PMS, AIFs, Fixed Income products, and Insurance solutions.
- Ability to think out-of-the-box and deploy unconventional strategies to grow business and acquire clients.
- Strategic thinker with strong leadership, negotiation, and relationship management skills.
- Entrepreneurial mindset with ability to build and scale teams and sales processes.
- High ownership, execution capability, and performance orientation.
- Candidates currently working with Banks, Private Wealth platforms, or established Wealth Management firms preferred.

📌 Vice President l Sales l Lead (Mumbai Suburban)
🏢 Fundwise Financial Services
📍 Mumbai Suburban