SVP & Regional Head - Wealth Management

Job Brief

We are looking for a Senior Vice President to head the wealth management team for the Western Region in India. The individual will be responsible to manage and mentor a team of Private Bankers/ Relationship Managers. The individual will own the P&L responsibility for the entire region and will be part of the Senior Management team of the company.


  • 10+ years of Sales and business leadership experience in the Banking/ Financial Services/ Insurance/ I-Banking/ Wealth management sector. 
  • The candidate should be adept at managing large sales teams in the BFSI sector; including mentoring; talent acquisition and driving a high-performance culture. 
  • Should have experience in setting up sales processes from scratch. 
  • The candidate should have experience of having managed and created scaled revenues and margins. 
  • Should have the understanding of the core economics and drivers of businesses in the BFSI sector. 
  • Should have an understanding of the diverse investment instruments, loans, and insurance products. 
  • Highly customer-centric so as to drive a transparent advisory process. 
  • Very strong in analytics skills. Should be able to use data to make decisions and create models that scale. 
  • Masters Degree from top tier university. 
  • Strong communication and presentation skills; should be able to explain complex ideas clearly and simply. 
  • Very familiar and comfortable with the use of new technology & tools.

Key Responsibilities

  • Strategize, drive and increase business/ AUM and achieve the predefined targets for Sales, Revenue and Profitability for the region
  • Hire, acquire and mentor top talent from the BFSI sector. 
  • Formulate strategies to increase the user base and acquisition of HNI clients/ families and businesses. 
  • Develop, implement and communicate new procedures, products, and portfolio enhancements to service the clients. 
  • Enable the team to develop a knowledge of goal-based investment and financial planning through our platform
  • Motivate the team to develop leads and referrals from current clients and outside contacts.
  • Hire, train and retain team members in line with the organization’s culture

What does INDwealth bring to the table : 

Apart from monetary benefits, we offer 

  • Strong work culture.
  • Freedom to experiment with new ideas and technologies.
  • A highly motivated work environment where you learn exponentially and grow with the organization.
  • An opportunity to create an impact on a large scale.
  • Early employee stock options.
  • An employee friendly incentive bonus policy

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