02 Oct
|
Skywings Advisors
|
Bengaluru
02 Oct
Skywings Advisors
Bengaluru
Hub Manager- Wealth Management
Location: Bangalore & Chennai
Industry: Banking / Wealth Management
Experience: 15-22 years
Client Segment: HNI / Super HNI
Role Type: Wealth Management + Branch Governance + People Leadership
About the Role
We are looking for a senior wealth-business leader who can manage a wealth-focused hub as a business leader, combining HNI/Super HNI wealth expertise, AUM and revenue ownership, branch governance and along with the ability to manage Branch Managers and senior wealth professionals.
This is not a conventional Cluster Head- Branch Banking role. It is a specialist wealth leadership role combining wealth management, branch governance, business development and people management.
Key Responsibilities
1. Wealth Business & AUM Growth
- Drive the overall Wealth AUM growth of the hub.
- Deliver business targets across AUM, revenue, investments, acquisition and product penetration.
- Drive acquisition of HNI and Super HNI clients, with the primary acquisition focus starting at approximately ₹50 lakh+ relationship size.
- Develop and deepen relationships with affluent and HNI clients, including larger relationships extending into ₹10 Cr, ₹15 Cr, ₹20 Cr+ segments.
- Increase penetration of wealth products across the existing client base as well as newly acquired clients.
- Drive SA, Mutual Funds, Term Deposits and other wealth/investment products to improve wallet share and AUM.
- Focus on building high-value relationships rather than a high-volume mass-market client base.
2. Revenue & Sales Leadership
- Drive achievement of revenue, investment and overall business targets for the hub.
- Develop and execute sales strategies to maximise revenue through:
- Wealth Management products
- Savings Accounts
- Term Deposits
- Investment products
- Asset-related products, including secured and unsecured solutions
- Generate recent business through market visits, client meetings, sales initiatives, presentations and branch-led opportunities.
- Part
📌 Hub Manager- Wealth Management (Bengaluru)
🏢 Skywings Advisors
📍 Bengaluru