A listed stock broking and wealth management company is hiring a senior leader to build and scale its wealth business on a B2B model, reporting to the CEO / Managing Director.

Key: this is a B2B charter - corporates, institutions, family offices and channel partners (IFAs, distributors, sub-brokers, RIAs) - NOT direct retail clients.

Key responsibilities:
- Define and execute the B2B wealth roadmap; own the P&L; including revenue growth, partner-driven AUM / AUA expansion and cost management
- Build, mentor and lead a team of Relationship Managers and Partner / Channel Managers
- Drive acquisition and deepening with corporates, institutions, family offices and intermediaries
- Oversee design and delivery of investment solutions - mutual funds, PMS, AIFs, structured products,



bonds and equities - packaged for partner distribution
- Ensure partner onboarding, advisory processes and portfolio recommendations comply with SEBI regulation and internal risk frameworks

Must have:

- A demonstrated B2B or partner-distribution build with partner AUM growth, revenue growth and team leadership, plus an existing network of corporates, institutions and intermediaries.
- The role involves travel to the branch network.
- MBA / PGDM in Finance, or CFA / CFP or equivalent professional certification preferred (not mandatory).
- Relevant NISM certifications as applicable.

📌 Wealth HeadB (Institutional & Partner Channel) (Mumbai)
🏢 Intellectual Capital HR Consulting
📍 Mumbai