Job Summary:

We are looking for an experienced Wealth Management business leader to build and scale a new Wealth Management vertical from the ground up. The role will have end-to-end responsibility for business development, client acquisition, AUM and revenue growth, product strategy, digital engagement, business operations and team building across Retail and HNI/UHNI segments. The candidate will work closely with the Senior Leadership Team to establish the business model, operating framework and growth roadmap. Candidates with prior experience in building or scaling a wealth, digital wealth or investment business in a technology-led environment will be preferred.

Job Responsibilities:

1. Build & Scale the Wealth Business

- Take end-to-end ownership of the Wealth Management business, including business planning, growth strategy, operations, revenue, AUM and profitability.
- Work closely with Senior Leadership to define the business model, target segments, operating structure, growth roadmap and key business metrics.
- Establish the Wealth business, processes and operating framework from the ground up and create a scalable model for future growth.
- Identify new business opportunities and continuously strengthen the Wealth Management proposition based on market and client requirements.

2. Client Acquisition & Business Development

- Develop and execute strategies for new client acquisition, client activation, relationship development, cross-sell and retention across Retail, Affluent, HNI and UHNI segments.
- Build scalable acquisition channels through digital engagement, referrals, partnerships, existing customer ecosystems and relationship-led channels.
- Drive key business metrics including AUM, revenue, client acquisition, activation, product penetration and retention.
- Build and maintain strong relationships with key HNI/UHNI clients and strategic business partners.

3. Wealth Products & Investment Proposition





- Develop and manage a comprehensive wealth proposition covering Mutual Funds, PMS, AIFs, Insurance, Direct Equity/Stock Portfolios and other relevant investment products.
- Work with Product, Research, Technology, Operations and Compliance teams to create effective product funnels and investment journeys.
- Develop client-centric investment solutions aligned with different customer segments, investment objectives and risk profiles.
- Monitor market trends, competitive offerings and customer needs to continuously improve the wealth proposition.

4. Digital, Technology & Automation

- Drive a digital first Wealth Management experience, leveraging technology and automation across the client lifecycle.
- Work closely with Product and Technology teams on digital onboarding, KYC, investment journeys, CRM, portfolio tracking, client engagement, reporting and product discovery.
- Identify and implement opportunities to automate processes, improve productivity and enhance client experience.
- Translate business requirements into technology/product solutions and ensure their effective adoption across the Wealth business.

5. Team Building & Leadership

- Build and scale the Wealth Management team in line with business growth, including Wealth/Relationship Managers, Investment/Product specialists and Business Operations resources.
- Define team structures, responsibilities, targets, KPIs and performance frameworks.
- Develop a high-performance, client-centric culture with strong focus on business ownership, service quality and compliance.
- Mentor and develop team members to build a sustainable Wealth Management organization.

6. Business Operations,



Governance & Compliance

- Establish robust processes covering client onboarding, investment execution, portfolio servicing, reporting, client engagement and issue resolution.
- Work closely with Compliance, Risk, Operations, Technology and other functions to establish a scalable and compliant operating setting.
- Develop business dashboards and MIS covering AUM, revenue, client acquisition, productivity, product penetration, retention and profitability.
- Ensure adherence to applicable regulatory requirements and internal policies.

Job Requirements:

- Master’s degree in finance, Business, Economics or a related discipline. CFA or relevant professional certification will be an advantage.
- 8–15 years of relevant experience in Wealth Management, Private Wealth, Digital Wealth, Stock Broking services businesses.
- Strong experience across Retail, Affluent, HNI and/or UHNI client segments.
- Demonstrated experience in building, launching, scaling or transforming a Wealth Management or investment-led business/vertical.
- Strong understanding of Mutual Funds, PMS, AIFs, Insurance, Direct Equity/Stock Portfolios and other investment products.
- Proven track record in client acquisition, business development, AUM growth, revenue generation and relationship management.
- Strong hands-on exposure to digital wealth platforms, technology-enabled investment journeys, CRM, automation and digital client engagement.
- Experience in building teams, establishing processes and creating operating models from scratch will be highly preferred.
- Strong commercial orientation with the ability to translate business strategy into execution and measurable business outcomes.
- Strong stakeholder management skills with experience working closely with CXOs/Senior Leadership.
- Good understanding of applicable regulatory and compliance requirements within the wealth management/stock broking ecosystem.

📌 Head Wealth Management (Gurugram)
🏢 FINDOC INVESTMART
📍 Gurugram