Position: Head –Wealth and Equity Broking
We are seeking an experienced and dynamic professional to lead our Wealth and Equity broking division for New Delhi. The Head – Wealth and Equity Broking will be responsible for managing the current teams, driving business growth, enhancing client relationships, and strategically expanding into new markets. This leadership role demands a strong vision, operational excellence, and the ability to inspire and build high-performing teams.
Key Responsibilities:
· Lead, manage, and mentor the existing Wealth and Equity broking teams for New Delhi.
· Develop and implement strategic business plans to grow the division’s assets under management (AUM) and client base.
· Identify opportunities to expand the team and footprint into additional markets or cities.
· Build strong client relationships, focusing on client retention, new client acquisition, and deepening wallet share.
· Oversee advisory offerings across equity, mutual funds, PMS, AIFs, fixed income, and alternative investment products.
· Ensure the teams maintain high standards of advisory excellence, compliance, and risk management.
· Work closely with research, product, operations, and digital teams to deliver holistic investment solutions.
· Analyze market trends, client needs, and competitor activities to innovate and stay ahead in the market.
· Drive performance metrics, revenue targets, and operational efficiency across all locations.
· Report directly to the MD with updates on business performance, challenges, and opportunities.
Requirements:
· Post graduate in marketing or other relevant qualifications in finance, business, or investment management.
· 20+ years of experience in private wealth management, equity advisory or financial services leadership.
· Proven experience in managing teams across multiple locations.
· Strong understanding of financial markets, investment advisory, regulatory frameworks, and risk management.
· Ability to drive business growth while maintaining client satisfaction and compliance.
· Strong leadership, strategic thinking, communication, and relationship management skills.
· Entrepreneurial approach to business expansion and team building.
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