No longer accepting applications
Vice President – Wealth
CreddinvGulbarga, IN2 days ago
Job descriptionBuild and manage long-term relationships with HNI, UHNI, and corporate clients. Provide personalized wealth advisory services aligned with client goals, risk appetite, and financial needs. Conduct portfolio reviews, performance evaluations, and provide insights to ensure optimal client satisfaction. Guide clients on asset allocation strategies and recommend investment products such as mutual funds, PMS, AIF, fixed income, structured products, and insurance solutions. Oversee portfolio construction, risk profiling, and wealth planning activities. Stay updated with global and domestic market trends, regulatory changes, and financial instruments. Lead and mentor a team of relationship managers and wealth advisors. Set performance targets, monitor progress, and ensure the team delivers high-quality client service. Conduct training sessions on product knowledge, sales strategies, and compliance standards. Ensure strict adherence to regulatory guidelines (SEBI, RBI, IRDAI, AMFI, etc.). Implement processes that minimize operational risks and ensure ethical business practices. Oversee documentation, KYC, onboarding, and audit requirements. Work closely with product teams, research teams, and the investment desk to deliver superior solutions to clients. Collaborate with senior management to align business objectives and performance goals. Support partnerships with financial institutions, AMC partners, and external product providers. MBA / PGDM in Finance, Wealth Management, or related field (preferred). Relevant certifications such as NISM, CFP, CFA (Level I / II), or other wealth-related credentials will be an added advantage. 10–15 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services. Proven track record of managing HNI / UHNI clients and delivering revenue growth. Experience in leading teams and managing senior client relationships. Competitive salary. Health insurance and wellness programs. Opportunities for professional development. Dynamic and inclusive work culture.
Position : Vice President – Wealth
Experience Required : 10–15 Years
Location : Mumbai
Employment Type : Full-Time
About the Role
The Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with strong expertise in wealth advisory, relationship management, investment solutions, and team leadership. The VP will play a pivotal role in enhancing the organisation’s presence among HNI and UHNI investors while ensuring superior service delivery and compliance with industry standards.
Key Responsibilities
1. Business Strategy & Growth
- Develop and execute strategic plans to scale the Wealth Management business.
- Identify new business opportunities, market trends, and potential segments to strengthen the firm’s wealth footprint.
- Drive revenue growth by expanding the HNI / UHNI client base and improving product penetration.
2. Client Acquisition & Relationship Management
3. Investment Advisory & Portfolio Management
4. Team Leadership & Development
5. Compliance & Risk Management
6. Collaboration & Stakeholder Management
Required Qualifications & Skills
Benefits :
Join our dynamic team at Creddinv Technologies as vice president -wealth and shape our brand narrative through compelling investment. If you're a creative thinker with a knack for storytelling, we want to hear from you. Submit your resume and cover letter to hr@creddinv.in
Create a job alert for this search
Vice President • Gulbarga, IN
Related jobs
- Promoted
Vice President, Engineering Management Lead – Agentic AI
GenpactGulbarga, IN Ready to build the future with AI? At Genpact, we don’t just keep up with technology—we set the pace.AI and digital innovation are redefining industries, and we’re leading the charge.Genpact’s AI G...Show moreLast updated: 5 days ago
- Promoted
Head of Token Strategy & Growth-Blockchain
Brainwave ScienceGulbarga, IN Head of Token Strategy & Growth .Using EEG and AI-driven analytics, our platform delivers measurable insights into stress, focus, anxiety, and relaxation—empowering individuals and organizations to...Show moreLast updated: 4 days ago
- Promoted
Business Development Partner (Commission-Based)
im24x7 Delta Solutions FZCOGulbarga, IN AI, Cloud, Mobile, and Web Engineering.Business Development Professionals.Commission-Based or Partnership Model.This is an entrepreneurial opportunity to work directly with our leadership team and ...Show moreLast updated: 13 days ago
- Promoted
Chief Financial Officer
Futures And CareersGulbarga, IN We are looking for a highly experienced.Finance Head / CFO-level professional.The ideal candidate should possess strong expertise in : .
Financial planning, budgeting, and strategic analysis.Banking a...Show moreLast updated: 17 days ago
- Promoted
- New!
Chief of Staff – Founder’s Office | Tier-1 Consulting Preferred | US EdTech
Magma Digital VenturesGulbarga, IN Chief of Staff / Founder’s Office - Learning Design, Strategy & Consulting | EdTech Startup.Work Hours : EST (6 : 00 PM- 3 : 00 AM IST).
Our mission is to help teams and leaders unlock their highest pote...Show moreLast updated: 19 hours ago
- Promoted
Regional B2B Expansion Head - College Partnership
AlgoTutorGulbarga, IN AlgoTutor is a fast-growing EdTech company on a mission to transform the way students and professionals learn, grow, and prepare for the future.
We partner with colleges and universities to deliver ...Show moreLast updated: 18 days ago
- Promoted
- New!
Chief Operating Officer - Global AI-Powered Tech Talent Startup
SkillsCapitalGulbarga, IN Are you someone who can turn vision into execution, strategy into systems, and momentum into scale? Do you thrive in high-trust, high-ownership environments and want to help build the operating eng...Show moreLast updated: 6 hours ago
- Promoted
- New!
Senior Sales Development Representative
BioSalesGulbarga, IN Senior Sales Development Representative .BioSales partners with CROs and other service-based life science organizations to provide end-to-end sales and go-to-market support leading the entire sales...Show moreLast updated: 19 hours ago
- Promoted
Vice President - FP&A (Pricing)
EveriseGulbarga, IN The VP – Business Controllership is responsible for ensuring proper analysis, documentation and thorough execution of processes and compliance in the areas of revenue forecasting, pricing, and othe...Show moreLast updated: 6 days ago
- Promoted
Director-FCCS Consolidations(Oracle Financial) Delivery
SutherlandGulbarga, IN For business leaders, these are key factors of success.For us, they’re our core expertise.We work with iconic brands worldwide.
We bring them a unique value proposition through market-leading techno...Show moreLast updated: 5 days ago
- Promoted
Chief of Staff Associate
Magma Digital VenturesGulbarga, IN Work is changing at a pace we’ve never seen before.As AI and new technologies reset entire industries, the real edge for companies and individuals is the ability to learn, adapt, and upgrade skills...Show moreLast updated: 3 days ago
- Promoted
Sales Development Representative
Netcore CloudGulbarga, IN Senior Sales Development Representative – North America.North America (Remote) | Sales Team | Full-time.Are you creative to adapt to the changing landscape of modern selling?.Do you have the grit t...Show moreLast updated: 30+ days ago
- Promoted
Wealth Advisory | MF | AIF | PMS | Stock
Dhan SaarthiGulbarga, IN Dhan Saarthi is an investing platform dedicated to prioritizing the needs of investors.The company focuses on addressing the trust and guidance gap in personal finance by offering personalized solu...Show moreLast updated: 1 day ago
- Promoted
Senior Investment Professional
SLKGulbarga, IN Job Description – Senior Investment Professional.Senior Investment Professional.Remote work based in India (Full-Time).SLK is a specialist climate change and healthcare advisory firm dedicated to a...Show moreLast updated: 30+ days ago
- Promoted
Chief Technology Officer
bepay moneyGulbarga, IN Our mobile-first super app enables users and merchants to transact across UPI, cards, IBAN accounts, stablecoins, multi-chain wallets, real-world utilities, tokenized assets, and AI-powered financi...Show moreLast updated: 5 days ago
- Promoted
GM / AVP / VP-Approvals & Compliance
Client of Bradford ConsultantsGulbarga, IN We are looking for a Vice President (AVP / VP) – Approvals & Compliance will oversee and manage the coordination of all internal and external stakeholders, ensuring the timely execution of approvals,...Show moreLast updated: 11 days ago
- Promoted
Business Development Manager - US Staffing (B1 visa in 1 year)
Cortex Consultants LLCGulbarga, IN Cortex Consultants LLC is a global workforce solutions provider and trusted partner in offshoring and staffing services.With over 15 years of experience, Cortex specializes in technology staffing a...Show moreLast updated: 2 days ago
- Promoted
Global Lead for Microsoft Partner
ALIANDOGulbarga, IN Job Title : Global Lead for Microsoft Partner.ALIANDO is an award-winning Azure Expert Managed Service solutions company focused on selling and deploying Microsoft technologies for U.For over 20 yea...Show moreLast updated: 30+ days ago