Company Description WealthVault Research and Analytics Pvt. Ltd. is a team of highly skilled investment professionals focused on delivering world-class investment services and solutions to investors in India and globally. The firm specializes in providing UHNI and HNI clients with an end-to-end investment product suite backed by rigorous research and analysis.

Offerings span investment solutions across equity, fixed income, and alternative asset classes. WealthVault also provides comprehensive risk analysis and insurance planning, investment planning, tax and estate planning, and retirement planning, enabling clients to manage and grow their wealth in a structured and informed manner.

Role Description The Branch Operation Head – Private Wealth Management will lead and oversee all branch operations, ensuring efficient delivery of wealth management services to UHNI and HNI clients. This full-time, on-site role based in Chandigarh involves managing branch banking operations, supervising operational processes, and maintaining compliance with internal policies and regulatory requirements. The role includes driving operational excellence, coordinating with relationship managers and advisory teams, and ensuring a high standard of customer service and client experience.

The Branch Operation

Head will monitor transaction flows, manage risk controls, support business development activities,



and provide operational insights to enhance private wealth offerings. The individual will also be responsible for mentoring branch staff, optimizing workflows, and collaborating with senior leadership on strategic initiatives.

Qualifications

- Candidates should possess strong Branch Banking Operations and Operations Management skills to oversee daily branch activities and ensure process efficiency.
- Candidates should possess robust Customer Service and Business Relationship Management skills to support UHNI and HNI clients and maintain long-term client relationships.
- Candidates should possess solid Finance skills to understand investment products, wealth management solutions, and risk considerations.
- Candidates should have experience in private wealth management or banking, with familiarity in investment, risk, tax, and retirement planning services.
- Candidates should demonstrate excellent analytical abilities, attention to detail, and knowledge of regulatory and compliance requirements in financial services.
- Candidates should have solid leadership, team management, and communication skills, with the ability to coordinate across operations, advisory, and sales teams.
- A graduate degree in Finance, Business, Economics, or a related field is preferred; professional certifications in wealth management or financial planning are an advantage.

📌 Branch Operation Head- Private Wealth Management (Chandigarh)
🏢 WealthVault Research and Analytics
📍 Chandigarh