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.

Significant: 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 skilled certification preferred (not mandatory).
Relevant NISM certifications as applicable.

📌 Wealth Headb Institutional & Partner Channel Mumbai
🏢 Intellectual Capital HR Consulting
📍 Mumbai