Wealth Business Manager / Wealth Vertical Lead

Job Description – Wealth Business Manager / Wealth Vertical LeadCompany: AC Agarwal Share Brokers Pvt. Ltd. (ACA)

Location: Vadodara/ Jaipur

Experience: 3–8 years (minimum 3 years of relevant experience)

Department: Wealth Management

Reporting To: Senior Management / Directors

Compensation: Competitive and commensurate with experience

About the CompanyAC Agarwal Share Brokers Pvt. Ltd. is an established financial services company with operations across stock broking, investment distribution and allied financial services.

With a growing client base, extensive business partner network and expanding financial product capabilities, ACA is focused on building a scalable and differentiated wealth management vertical catering to HNIs, affluent investors and business partners.

We are looking for an ambitious professional who can combine business strategy, sales, investment research and operational excellence to help build and grow this vertical.

Key Responsibilities1. Business Strategy & Vertical Development

• Develop and execute growth initiatives for ACA’s wealth management vertical.
• Identify new business opportunities, client segments, distribution channels and strategic partnerships.
• Support the development of a scalable business model covering acquisition, distribution, revenue and retention.
• Conduct competitor benchmarking, market analysis and assessment of emerging wealth management opportunities.
• Work closely with senior management on business plans, revenue targets and expansion strategies.2. Sales & Business Development
• Drive acquisition of HNI, affluent and other relevant investor segments.
• Develop sales strategies for Mutual Funds, PMS, AIFs, fixed-income products and other suitable wealth solutions.
• Identify cross-selling opportunities within ACA’s existing client base and business partner network.
• Build relationships with wealth distributors, referral partners and prospective clients.
• Track business conversions, revenue, client acquisition and sales productivity.
• Coordinate and support wealth sales teams as the vertical expands.3. Research, Investment Analysis & Product Understanding
• Possess strong knowledge of financial markets, investment products, asset allocation and portfolio construction.
• Conduct comparative analysis of Mutual Funds, PMS, AIFs and other investment solutions.
• Evaluate investment products on performance, risk, suitability, liquidity and cost.
• Monitor market trends, economic developments and investment opportunities.
• Prepare product research reports, investment presentations and business insights.
• Coordinate with internal research teams and external product manufacturers.
• Support portfolio reviews and client communications within the applicable regulatory framework.4. Process Management & Operational Excellence
• Design and improve operational processes for the wealth management business.
• Develop SOPs for client onboarding, documentation, product distribution, transaction processing, reporting and servicing.
• Coordinate with technology, operations and compliance teams to automate workflows.
• Develop dashboards and MIS reports to monitor business performance.
• Identify operational inefficiencies and implement scalable solutions.
• Ensure adherence to relevant SEBI, AMFI and other applicable regulatory requirements.5. Leadership & Cross-Functional Coordination
• Work closely with senior management to implement strategic initiatives.
• Coordinate with sales, research, marketing, technology, compliance and operations teams.
• Take ownership of assigned business development projects.
• Assist in training and developing relationship managers and distribution partners.
• Establish performance metrics and monitor execution against business objectives.Ideal Candidate ProfileProfessional Experience
• Minimum 3 years of relevant experience in wealth management, private banking, investment distribution, stock broking or financial services.
• Practical exposure to business development, sales strategy and operational processes.
• Understanding of Mutual Funds, PMS, AIFs, capital markets and wealth products.
• Ability to analyse investment products, financial data and market developments.
• Experience in developing or improving business processes.
• Prior exposure to HNI clients, distribution channels or wealth management teams would be an advantage.Key Competencies
• Business strategy and commercial acumen.
• Sales and relationship-building capabilities.
• Research-oriented and analytical mindset.
• Strong process management and execution skills.
• Ability to take ownership and work independently.
• Excellent communication and stakeholder management.
• Proficiency in Excel, PowerPoint and financial analysis tools.Educational Qualifications
• MBA/PGDM in Finance, Marketing or Business Management, CFA, CA or equivalent qualifications preferred.
• Relevant NISM certifications would be an advantage, with mandatory certifications required for regulated activities where applicable.
• Strong practical experience and demonstrated execution capabilities may be preferred over formal qualifications.Key Performance Indicators (KPIs)
• Growth in wealth assets under distribution/management, as applicable, and net client inflows.
• Revenue generation and profitability contribution.
• Client acquisition and conversion.
• Business partner activation and distribution growth.
• Cross-selling and product penetration.
• Successful implementation of business strategies and initiatives.
• Process efficiency and operational improvements.
• Client retention and service quality.Preferred Candidate BackgroundCandidates from wealth management firms, private banking divisions, stock broking houses, investment distribution companies and wealth-focused fintech businesses will be preferred.

We are particularly interested in young, ambitious, analytically strong professionals with an entrepreneurial mindset, who are capable of combining business development with strategic planning, research and operational execution.

The role offers an opportunity to work directly with senior management and contribute meaningfully towards establishing and scaling ACA’s wealth management business.

Send your CV to hr@acagarwal.com