Head –Wealth and Equity Broking

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.