VP- Wealth Management

Job Description

Job description Job Title: VP – Rest of India (North, South & East India) Location: Mumbai Department: Wealth Management Reporting to: Chief Business Officer Role Overview We are seeking a seasoned VP to spearhead client acquisition and business development in Rest of India (North, South and East India), covering Tier 1 and Tier 2 cities like NCR, Bangalore, Hyderabad, Chennai, Punjab, UP, West Bengal, Guwahati, etc. The ideal candidate will have extensive experience in wealth management, with a strong network among HNI/UHNI clients and distributors/ IFAs and the ability to drive business growth. Key Responsibilities  Client Acquisition and Relationship Management  Identify, engage, and acquire HNI and UHNI clients across Rest of India.  Build and maintain long-term relationships with clients to drive loyalty and retention.  Business Development  Develop and implement strategies to target potential investors and achieve sales targets.  Develop and strengthen relationships with National distributors and IFAs  Represent 9Point Capital’s offerings, focusing on Bitcoin ETFs, Ethereum ETFs, and other regulated digital asset management products.  Regional Market Expertise  Leverage in-depth knowledge of the Rest of India market to identify opportunities and trends.  Build and maintain relationships with regional influencers, family offices, and corporate treasuries.  Client Advisory  Provide personalized investment recommendations tailored to clients’ financial goals and risk profiles.  Educate clients on the advantages of regulated digital assets compared to traditional asset classes.  Compliance and Reporting  Ensure all client on boarding and transactions adhere to regulatory guidelines and company policies.  Prepare and present regular reports on sales performance, client feedback, and market conditions. Key Requirements Education:  Bachelor’s degree in Finance, Business Administration, or related fields.  Advanced certifications like CFP, CFA, or NISM are highly preferred. Experience:  Minimum of 10 years of experience in wealth management, private banking, or investment advisory.  Proven track record of acquiring and managing HNI/UHNI clients in Rest of India.  Strong relationships with National Distributors, Banks and IFAs Skills:  Strong interpersonal and communication skills to engage and build trust with clients.  Exceptional networking abilities and an established network within the HNI/UHNI/IFA community.  Deep understanding of financial markets and products, including alternative investments.  Knowledge of digital assets like Bitcoin and Ethereum is an added advantage but not mandatory. Attributes:  Self-motivated and target-driven with a proactive approach to business development.  High ethical standards and integrity in all client interactions.  Adaptability to learn and sell innovative financial products like Bitcoin ETFs.  Should be comfortable to travel extensively What We Offer  Competitive base salary and performance-based incentives.  Opportunity to work in a pioneering digital asset management firm.  Training and development to build expertise in digital asset investments.  A dynamic and innovative work environment with significant growth potential. Show more Show less