Branch Head

Job Title: Branch Head – Wealth Management

Location: Thane / Kalyan / Surat

Reports to: CEO

Employment Type: Full-time

Organisation – Kedia Capitals Services Pvt LTD

Job Summary:

We are seeking a dynamic and experienced Branch Head to lead our wealth management operations in Thane, Kalyan (Maharashtra and Surat (Gujarat) location. The ideal candidate will be responsible for managing branch profitability, leading a high-performing advisory team, driving client acquisition and retention strategies, and ensuring the delivery of superior wealth management solutions.

Key Responsibilities:

Leadership & Strategy

• Lead, mentor, and manage a team of Relationship Managers, Wealth Advisors, and support staff.

• Drive branch performance against KPIs including revenue targets, AUM growth, client acquisition, and retention.

• Develop and execute strategic plans to expand the branch’s market presence.

Client Management

• Build and maintain strong relationships with HNI and UHNI clients.

• Ensure delivery of holistic wealth management solutions including investments, insurance, and tax advisory in collaboration with product specialists.

• Resolve escalated client issues and ensure high levels of client satisfaction.

Business Development

• Identify local market opportunities and grow the client base through strategic initiatives and networking.

• Oversee marketing and client engagement activities to drive visibility and growth.

Compliance & Risk Management

• Ensure adherence to regulatory and internal compliance standards.

• Maintain robust risk management practices and enforce audit controls within the branch.

Operational Efficiency

• Oversee day-to-day operations, ensuring a seamless and client-centric service experience.

• Coordinate with internal departments for support on technology, operations, and legal matters.

Qualifications & Experience:

• Bachelor’s degree (Finance, Business, or related field); MBA/CFA/CFP preferred.

• 8–10 years of experience in wealth management or private banking, with at least 3 years in a leadership role.

• Proven track record of managing large teams and achieving business targets.

• Deep understanding of investment products, financial planning, and regulatory frameworks.

• Excellent interpersonal, leadership, and communication skills.

Key Competencies:

• Strategic thinking with strong execution capabilities

• Client-first mindset with high ethical standards

• Strong analytical and problem-solving skills

• Motivational leadership and team-building abilities

Remuneration:

Competitive salary with performance-linked incentives and benefits

Industries: Financial Services, Investment Banking, Management Consulting