Vice President – WealthCreddinv • bhubaneswar, India
No longer accepting applications
Vice President – Wealth
Creddinv • bhubaneswar, India
5 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
Create a job alert for this search
Vice President • bhubaneswar, India
Related jobs
)
Investor Relations Manager | US HealthTech VC | EST
Magma Digital Ventures • bhubaneswar, orissa, in
Investor Relations Manager | US HealthTech VC | EST.Location : Remote (Must be flexible to work EST hours- (6 PM- 3 AM IST).
Compensation : Competitive, aligned with experience.A leading US-based Heal...Show more
Last updated: 12 hours ago • Promoted • New!
Sales Development Representative
Netcore Cloud • bhubaneswar, orissa, 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 more
Last updated: 4 days ago • Promoted
Associate – Wealth Acquisition
Barakah Finserve • bhubaneswar, India
Mutual Fund Distributor based in Hyderabad, is looking to onboard.Associates – Wealth Acquisition.At Barakah Finserve we partner with individuals, families, businesses, and institutions to help the...Show more
Last updated: 5 hours ago • Promoted • New!
Head of Product – SaaS / Fintech / Social Giving / Fund Raising
Infogain • bhubaneswar, orissa, in
An Ideal person will be an individual who has led product line with customer growth accountability, A / B testing, funnel instrumentation, behavioural metrics, product analytics frameworks, AI-assist...Show more
Last updated: 17 days ago • Promoted
Director-FCCS Consolidations(Oracle Financial) Delivery
Sutherland • bhubaneswar, orissa, 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 more
Last updated: 8 days ago • Promoted
Senior Sales Development Representative
BioSales • bhubaneswar, orissa, 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 more
Last updated: 4 days ago • Promoted
Chief Sales Officer - Global AI-Powered Tech Talent Startup
SkillsCapital • bhubaneswar, orissa, in
Do you live and breathe B2B sales? Do you thrive in high-stakes environments where every deal shapes the future? Are you ready to co-build a global business and unlock earnings of ₹5L–₹20L per mont...Show more
Last updated: 3 days ago • Promoted
Consulting Manager – Digital Adoption Platform (DAP) Strategy & Leadership
ISG (Information Services Group) • bhubaneswar, orissa, in
Website : Leading Global Technology Research & Advisory Firm | ISG (isg-one.Wanted : dynamic and creative individuals ready to connect with a like-minded team.
You’ll enjoy all the autonomy you need t...Show more
Last updated: 30+ days ago • Promoted
Head of Token Strategy & Growth-Blockchain
Brainwave Science • bhubaneswar, orissa, 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 more
Last updated: 7 days ago • Promoted
Lead – People Operations
Chargebee • bhubaneswar, orissa, in
Chargebee is the leading Revenue Growth Management (RGM) platform for subscription businesses.Thousands of companies at every stage of development — from startups to enterprises — use Chargebee to ...Show more
Last updated: 18 days ago • Promoted
International Sales Leader – Business Development (BPO Services)
Qualfon • bhubaneswar, orissa, in
We are seeking a dynamic and strategic.Asia (India, Philippines, Australia).The ideal candidate will be responsible for driving new client acquisition, expanding strategic partnerships, and achievi...Show more
Last updated: 4 days ago • Promoted
Senior Business Develoment Associate - Odia - Wfo
NxtWave • Bhubaneshwar, Republic Of India, IN
We are looking for a proactive Senior Business Development Associate to own the final stage of the sales funnel and drive learner enrollments.
In this role, you will engage directly with prospective...Show more
Last updated: 21 days ago • Promoted
Sales / Business Development Representative
Curately AI, Inc • bhubaneswar, orissa, in
Position : Sales Development Representative (SDR) / Business Development Representative (BDR).Type : Full-Time | Early-Stage Core Team.
Curately AI is transforming how organizations discover, engage, ...Show more
Last updated: 4 days ago • Promoted
Investment Banking Intern
Marquee Fellowship Program • bhubaneswar, orissa, in
Redefine the Future of Fundraising and Venture Deals.Join a fast-scaling investment platform reshaping the startup capital ecosystem.
As an Investment Banking Intern, you’ll assist with real client ...Show more
Last updated: 30+ days ago • Promoted
Wealth Management Intern
Zetheta Algorithms Private Limited • bhubaneswar, orissa, in
ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Portfolio Ma...Show more
Last updated: 30+ days ago • Promoted
Chief Operating Officer - Global AI-Powered Tech Talent Startup
SkillsCapital • bhubaneswar, orissa, 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 more
Last updated: 3 days ago • Promoted
Hyperion Financial Management Lead Consultant
Cube Hub Inc. • bhubaneswar, orissa, in
Job Title : Hyperion Financial Management (HFM) Lead Consultant – Remote (India, EST hours).Hyperion Financial Management Lead Consultant.
Open to any geographic area, however, they MUST be able to w...Show more
Last updated: 12 hours ago • Promoted • New!
Senior Business Develoment Associate - Odia - WFO
NxtWave • Bhubaneswar, Odisha, India
We are looking for a proactive Senior Business Development Associate to own the final stage of the sales funnel and drive learner enrollments.
In this role, you will engage directly with prospective...Show more
Last updated: 21 days ago • Promoted