Product Head- Wealth ManagementSaaki Argus & Averil Consulting • Chennai, Tamil Nadu, India
Product Head- Wealth Management
Saaki Argus & Averil Consulting • Chennai, Tamil Nadu, India
30+ days ago
Job type
- Quick Apply
Job descriptionDrive client acquisition and retention strategies to build a high-net-worth individual (HNI) and ultra-high-net-worth individual (UHNI) client base. Foster relationships with corporate partners, industry stakeholders, and referral channels. Leverage market insights to identify and capitalize on emerging trends in wealth management. Lead, mentor, and motivate a team of wealth advisors and relationship managers. Set performance goals, provide regular feedback, and implement training programs to ensure team success. Foster a culture of collaboration, innovation, and excellence within the team. Oversee the development of customized investment strategies and solutions tailored to client needs. Monitor market conditions, risks, and regulatory changes to ensure optimal investment decisions. Maintain a strong understanding of diverse asset classes and global investment opportunities. Ensure superior client service and satisfaction through effective relationship management. Address client queries, resolve issues, and provide regular portfolio updates. Uphold the highest standards of confidentiality and ethical practices. Ensure compliance with all regulatory guidelines, internal policies, and industry standards. Implement robust risk management frameworks and processes. Liaise with legal, compliance, and audit teams to address potential risks and issues. Monitor the financial performance of the Wealth Management division, including revenue growth and profitability. Develop and manage budgets, forecasts, and resource allocation. Report on performance metrics and KPIs to senior management. Experience : Minimum 18 years in financial services, with significant exposure to wealth management, investment advisory, and team leadership. Leadership : Proven ability to lead large teams and drive business outcomes. Client Focus : Expertise in managing relationships with HNIs, UHNIs Analytical Skills : Strong understanding of financial markets, investment products, and portfolio management. Communication : Exceptional interpersonal and presentation skills. Regulatory Knowledge : Deep understanding of regulatory requirements in the NBFC sector. Strong ability to grow and manage a high-performing wealth management team. Demonstrated expertise in driving profitability and client satisfaction. Visionary leadership to adapt to a dynamic financial services environment.
About our client
A leading NBFC
Job Title : Head of Wealth Management
Location : Chennai
Experience : 18+
Position Overview :
The Head of Wealth Management will lead and manage the Wealth Management division of the NBFC, driving strategic growth, client acquisition, and relationship management. The ideal candidate should have 18+ years of experience in financial services, with a proven track record in wealth management, investment advisory, and team leadership. The role involves developing innovative strategies to expand the wealth management business while ensuring compliance with regulatory guidelines and delivering exceptional client service.
Key Responsibilities :
1. Strategic Leadership :
- Develop and execute the strategic vision for the Wealth Management division.
- Identify new business opportunities, products, and services to enhance the wealth management portfolio.
- Align the wealth management strategy with the overall goals
2. Business Development :
3. Team Leadership :
4. Investment Management :
5. Client Relationship Management :
6. Compliance and Risk Management :
7. Financial Performance :
Qualifications and Skills :
Key Success Factors :
Create a job alert for this search
Head Product • Chennai, Tamil Nadu, India
Related jobs
Tech Product Management Intern
A4G Impact Collaborative • Chennai, IN
AI Product Management & Development Intern.Team : Tech Systems and Products.Organisation : Omysha Foundation (VONG & A4G).
Join our Tech Systems and Products team as an AI Product Manager & Developer ...Show more
Last updated: 11 days ago • Promoted
Partnership & Product Development Manager
DOOR International South East Asia • Chennai, IN
DOOR International Southeast Asia.Partnerships C Product Development Manager.Remote – Mumbai / Bangalore / Delhi / Vadodara.
B2B / Professional Services / Learning C Development / Consulting.We are seekin...Show more
Last updated: 3 days ago • Promoted
Head of Professional Services
Freyr Solutions • Chennai, IN
Implementation Leadership & Governance.Lead all implementation programs across products, regulatory platforms, upgrades, data migrations, and custom.
Establish delivery governance frameworks, execut...Show more
Last updated: 8 hours ago • Promoted • New!
Head of Growth & Partnerships
President Education • Chennai, Tamil Nadu, India
President Education Company specializes in ‘Edutravel’, a model that combines travel with learning experiences.Partnering with universities in Singapore, Dubai and London, we offer certified progra...Show more
Last updated: 20 days ago • Promoted
Head of Consulting-Technology
Intellect Design Arena Ltd • Chennai, Tamil Nadu, India
Job Title : Head of Technology Consulting – Banking & Financial Services.Reporting to : Head of Consulting.We are seeking a Head of Technology Consulting to lead advisory engagements with.This leader...Show more
Last updated: 2 days ago • Promoted
Head of Product - Forgings
Mod Forge Private Limited • Ponneri, Tamil Nadu, India
Mod Forge Private Limited specializes in manufacturing Bright Steel Bars, Precision Machined Components, Hot & Cold Forgings, U Bolts, and Assemblies.
Renowned for high-quality products, the company...Show more
Last updated: 8 days ago • Promoted
Head of Sales
Aviate • Chennai, IN
At Humantic AI, our mission is to humanize the internet.Our product is at the cutting-edge of AI, Psychology and large-scale data.
We believe that we have an opportunity (and even a responsibility) ...Show more
Last updated: 30+ days ago • Promoted
Head Of Product - Forgings
Mod Forge Private Limited • Ponneri, Republic Of India, IN
Mod Forge Private Limited specializes in manufacturing Bright Steel Bars, Precision Machined Components, Hot & Cold Forgings, U Bolts, and Assemblies.
Renowned for high-quality products, the company...Show more
Last updated: 8 days ago • Promoted
Head of Product – SaaS / Fintech / Social Giving / Fund Raising
Infogain • chennai, tamil nadu, 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: 15 days ago • Promoted
Head of New Product Development (NPD)
Blue Signal Search • Chennai, IN
Head of New Product Development (NPD).Nationwide (Remote – with up to 50% international travel).Fluency in English is essential for collaboration across our global teams.
Aesthetic Medicine, Consume...Show more
Last updated: 30+ days ago • Promoted
Head of Sales Development
Securin Inc. • Chennai, Tamil Nadu, India
Securin is an AI-driven cybersecurity product based company backed up by services focused on proactive, adversarial exposure and vulnerability management.
Our mission is to help organizations reduce...Show more
Last updated: 17 days ago • Promoted
Head – Talent Development & Management
WAISL Limited • Chennai, IN
We are a leading digital airport company delivering world-class airport services through digital interventions, strong engineering DNA, IT operations, and digital services.With current revenues of ...Show more
Last updated: 8 hours ago • Promoted • New!
Head - Product
TI Steps • Chennai, India
Head - Product Job Description : The Head of Product is the strategic and operational leader driving ...Show more
Last updated: 13 hours ago • Promoted • New!
Head of Token Strategy & Growth-Blockchain
Brainwave Science • Chennai, 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: 6 days ago • Promoted
Head Automation
Mindsprint • Chennai, India
As the Head of Intelligent Automation, you will be responsible for executing and maintaining a sustainable and scalable Intelligent Automation program.
This program will integrate cutting-edge techn...Show more
Last updated: 10 days ago • Promoted
Athenahealth Technology - Manager - Product Management
athenaHealth Technology Private Limited. • Chennai, India
Qualifications : - Bachelors degree or equivalent experience in Product Management - Minimum 8 to 12 years of product managemen...Show more
Last updated: 10 days ago • Promoted
Amura - Head - Product Design
Amura Health • Chennai, India
We believe that the most under-appreciated route to releasing untapped human potential is to build a healthier body, and through which a better brain.
This allows us to do more of everything that is...Show more
Last updated: 26 days ago • Promoted
Head – Medpick (Entrepreneurial Leadership Role)
MEDPICK • Chennai, IN
We are looking for a dynamic, entrepreneurial leader to head Medpick and drive its next phase of growth.This role is ideal for someone who wants to operate like a founder—high ownership, high respo...Show more
Last updated: 8 hours ago • Promoted • New!