Channel Head – Private Banking & Wealth (Mumbai)

Channel Head Private Banking & Wealth (Mumbai)

Location: Mumbai

Reporting To: Zonal Head -West

Experience: 1012 years in Mutual Fund / PMS / AIF sales handling Private Banking & Wealth Channel

Role Overview

Lead and scale Helios Mutual Funds business across Private Banking, National Wealth, and Family Office segments. The role demands strong relationships with key private banks, ND-RNs, and top wealth partners, coupled with strategic thinking to drive AUM growth, product penetration, and differentiated positioning of Helios across the affluent and HNI ecosystem.

Key Responsibilities

• Strategic Ownership: Build and execute the channel strategy for Private Banks & National Wealth partners to achieve defined AUM, SIP, and market-share targets.
• Relationship Management: Strengthen strategic partnerships with CXO-level stakeholders across leading private banks, wealth firms, and family offices.
• Distribution Expansion: Onboard and activate key national wealth platforms and RMs across metros, ensuring high wallet share in model portfolios and internal recommendations.
• Product Positioning: Deeply engage with Business Head, product teams, and analysts to position Helios products across equity, hybrid, and alternate categories.
• Team Leadership: Lead and mentor the Private Banking & Wealth sales team, setting clear activity, coverage, and conversion metrics.
• Campaign & Activation: Design differentiated engagement initiatives
• Data-Driven Planning: Use CRM and analytics to track partner performance, product flows, and activation funnel; refine strategies accordingly.
• Cross-Functional Coordination: Liaise with Marketing, Product, Research, and Operations for seamless execution and partner servicing.

Key Competencies

• Deep understanding of Private Banking & Wealth distribution landscape in India
• Strong network across top wealth firms, banks, and product heads
• Proven track record of scaling MF / PMS / AIF sales through relationship-driven approach
• Strategic mindset with execution discipline
• Excellent presentation, influencing, and negotiation skills.

Ideal Background

• MBA / Post-Graduate in Finance or related discipline
• AMFI Certified, 21A Certified
• 10+ years in MF/AMC/Wealth Management industry, with 5+ years managing private banking relationships