General Manager / Vice President – Finance & Wealth Management

● 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

● 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