Job Title:

General Manager / Vice President – Finance & Wealth Management

Department:

Sales/Operation

Reports To:

CEO / Managing Director

Location:

Thaltej,Ahmedaabd

Experience:

10–15 years in Finance, Wealth Management, or Financial Services, with at least 5 years in a leadership role

Role Overview The GM/VP – Finance & Wealth Management will lead the financial strategy, wealth advisory operations, and client portfolio management functions of the organization. The role requires a solid blend of financial acumen, leadership, and client relationship management to drive business growth, profitability, and compliance.

Key Responsibilities
Lead and manage the Finance / Wealth Management vertical, driving revenue growth and profitability
Develop and execute strategic business plans aligned with company goals
Oversee client portfolio management, investment advisory, and wealth planning services
Build, mentor, and manage a high-performing team of relationship managers, advisors, and analysts
Ensure regulatory compliance (SEBI/RBI/AMFI or relevant financial authority guidelines)-N.A
Drive client acquisition, retention, and relationship management strategies
Monitor market trends, investment products, and competitor strategies to identify growth opportunities




Prepare and present financial reports, forecasts, and performance reviews to leadership
Collaborate with cross-functional teams (Sales, Operations, Compliance, Risk) to ensure smooth business operations
Manage budgeting, P&L; responsibility, and cost optimization for the vertical
Represent the company at industry events, client meetings, and strategic partnerships

Required Skills & Qualifications
MBA / B.Com / M.Com relevant postgraduate qualification in Finance
Proven experience in Wealth Management, Investment Advisory, or Financial Planning
Robust understanding of financial markets, mutual funds, insurance, and investment products
Excellent leadership, team management, and stakeholder communication skills
Strong analytical and strategic decision-making ability
Proficiency in financial software/tools and CRM systems
Prior experience managing a team and P&L; responsibility is mandatory
Currently Working as AUM/Plain Captain Role

Key Attributes
Robust business acumen and client-centric approach
Ability to work under pressure and meet targets
High integrity and adherence to compliance standards
Excellent networking and relationship-building skills

📌 Vice President Of Wealth Management Ahmedabad (India)
🏢 Alliance Recruitment Agency
📍 India