Vice President Treasures Private Client Team Lead Consumer Banking Group

You will acquire and grow HNI and UHNI client relationships, increase AUM and revenue, and deliver wealth-management solutions. You will lead relationship managers, manage sales and service performance, coach team members, ensure regulatory compliance, and provide market-informed investment guidance.

Responsibilities

• Achieve sales, revenue, and AUM growth targets
• Acquire and deepen Ultra-HNI and HNI client relationships
• Execute relationship management and investment advisory strategies
• Maintain product mix across investments, insurance, deposits, and lending
• Lead, coach, and manage wealth professionals
• Develop financial planning and wealth solutions with Research and Advisory teams
• Resolve customer complaints as an escalation point
• Promote wealth and corporate banking solutions
• Ensure KYC, AML, compliance, and operational risk adherence
• Monitor financial markets and investment opportunities

Requirements

• Minimum 15 years of HNI sales, wealth management, or private banking experience
• Experience managing an investment book of at least INR 200 Cr
• At least 2–3 years of leadership or team management experience
• Network within promoter groups, family offices, distributors, and affluent client segments
• Financial planning, investment product, insurance, and wealth-management knowledge
• Knowledge of market trends and wealth advisory practices
• AMFI or IRDA certification is preferred
• MBA, CA, or equivalent qualification is preferred