Playing Captain- Wealth Management, Mumbai
Job Description:
Playing Captain / Team Leader
Main Responsibility
- Manage 3–8 RMs
- Drive team revenue
- Acquire large clients
- Mentor RMs
- Monitor pipeline and conversions
Team Target Example
- Team AUM: ₹200 Cr – ₹500 Cr
- Team Revenue: ₹3 Cr – ₹8 Cr
Join one of India's fastest growing wealth management platforms
What We Offer:
* Entrepreneurial freedom to structure bespoke wealth solutions for HNI & UHNI clients Access to InCred Wealth's curated, open-architecture platform, offering third-party PMS, AIFs, MLDs, structured products, and research
* Competitive compensation with performance linked incentives
* A Collaborative, merit driven environment with strong institutional support
Ideal Candidate Profile:
○ 10-15 years of experience in wealth management or private banking
* Proven track record of managing HNI / UHNI client relationships
○ Strong understanding of capital markets and investment products
○ Self-driven, ethical and client centric with an entrepreneurial mindset
Key Skills :
Company Profile
Leading --- --- --- --- --- Engaged in the business of distribution of third-party financial products or acts as a referral agent of third party financial products --- --- (--- Products).
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.