- Strong leadership and people management abilities.
- Excellent communication, negotiation, and interpersonal skills.
- Deep understanding of financial products: Mutual Funds, Insurance, PMS, Bonds, and other investment instruments.
- Analytical mindset with robust business acumen.
- Ability to work under pressure and deliver on targets.
Key Responsibilities: Business Development & Revenue Growth
Team Leadership & Management
Client Relationship Management
Operations & Compliance
Strategic & Administrative Responsibilities
Qualifications & Experience:
- Graduate / Postgraduate in Finance, Commerce, or Business Administration (MBA preferred).
- NISM / AMFI certification (mandatory).
- Minimum 7–12 years of experience in Wealth Management, Financial Advisory, or Banking sector, with at least 3–5 years in a leadership role.