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Head –Wealth and Equity Broking
Almondz Global Securities Limited
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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.