Finance & Wealth management

GM / VP Finance & Wealth Management (712)

Job Title:

General Manager / Vice President Finance & Wealth Management

Department:

Sales/Operation

Reports To:

CEO / Managing Director

Location:

Thaltej,Ahmedaabd

Experience:

1015+ years in Finance, Wealth Management, or Financial Services, with at least 5 years in a leadership role

Role Overview

The GM/VP Finance & Wealth Management will lead the financial strategy, wealth advisory operations, and client portfolio management functions of the organization. The role requires a strong blend of financial acumen, leadership, and client relationship management to drive business growth, profitability, and compliance.

Key Responsibilities

Lead and manage the Finance / Wealth Management vertical, driving revenue growth and profitability

Develop and execute strategic business plans aligned with company goals

Oversee client portfolio management, investment advisory, and wealth planning services

Build, mentor, and manage a high-performing team of relationship managers, advisors, and analysts

Ensure regulatory compliance (SEBI/RBI/AMFI or relevant financial authority guidelines)-N.A

Drive client acquisition, retention, and relationship management strategies

Monitor market trends, investment products, and competitor strategies to identify growth opportunities

Prepare and present financial reports, forecasts, and performance reviews to leadership

Collaborate with cross-functional teams (Sales, Operations, Compliance, Risk) to ensure smooth business operations

Manage budgeting, P&L responsibility, and cost optimization for the vertical

Represent the company at industry events, client meetings, and strategic partnerships

Required Skills & Qualifications

MBA / B.Com / M.Com relevant postgraduate qualification in Finance

Proven experience in Wealth Management, Investment Advisory, or Financial Planning

Strong understanding of financial markets, mutual funds, insurance, and investment products

Excellent leadership, team management, and stakeholder communication skills

Strong analytical and strategic decision-making ability

Proficiency in financial software/tools and CRM systems

Prior experience managing a team and P&L responsibility is mandatory

Currently Working as AUM/Plain Captain Role

Key Attributes

Strong business acumen and client-centric approach

Ability to work under pressure and meet targets

High integrity and adherence to compliance standards

Excellent networking and relationship-building skills

Compensation: 2,500,[hidden],500,000.00 per year

Experience:

Sales/Operation: 10 years (Required)

HNI clients: 10 years (Required)

regulatory compliance : 10 years (Required)

AUM: 10 years (Required)

wealth advisory : 10 years (Required)

client portfolio management : 10 years (Required)

Finance: 10 years (Required)

Work Location: In person .