Vice President, Treasures Private Client Team Lead, Consumer Banking Group Greater Chennai, India Area
About the Role
Greater Chennai, India Area (On-site)(Chennai, India)
The Company is seeking a Vice President and Private Client Team Lead to drive business growth and lead a team serving high-net-worth and ultra-high-net-worth clients. Responsibilities include acquiring and deepening client relationships, meeting sales, revenue, and assets-under-management targets, and delivering tailored wealth solutions across investments, insurance, deposits, and lending. The role oversees relationship management strategies, client service, team coaching and performance, and the resolution of escalated concerns. It also requires maintaining regulatory compliance, operational controls, and risk standards while using market insights to strengthen client engagement and business development. Candidates should have at least 15 years of experience in wealth management, private banking, or high-net-worth sales, including a track record managing an investment book of at least INR 200 crore and two to three years of team leadership. Strong expertise in financial planning, investment and insurance products, wealth advisory, and financial markets is required, along with a network among affluent clients, business owners, and family offices. An MBA, CA, or equivalent qualification is preferred; AMFI or IRDA certification is an advantage. The role calls for strong leadership, relationship-building, communication, analytical, and business skills, as well as knowledge of banking regulations, KYC, anti-money-laundering requirements, and operational risk.
Functions:
- Sales/Revenue
- Account Management/Optimization
- Business Development
About the Company
Multinational banking and financial services corporation
Industry
Banking
Type
Public Company (D05)
Age
employees
10,001+