skip to main content
Download the ABCD app

Unlock Financial Tools, Investment Insights, And Expert Guidance“ All In One Convenient App !

Visit Our ABCD Page
Discover Convenience Like Never Before PLAY STORE Discover Convenience Like Never Before APPSTORE
Get Instant Digital Sanction in 10 mins. Loans starting from just 8.60% p.a.
KNOW MORE
Instant Personal Loans upto Rs. 5 lacs
KNOW MORE
Fuel Your Business Ambitions
KNOW MORE
Unlock The Potential Of The Gold You Own
KNOW MORE
imgTravel Insurance

Make your trips more enjoyable and memorable with our Travel Insurance

Calculator Icon
BMI Calculator

Measure your body mass index to start your journey to better health

Calculate Now
ABCL
Aditya Birla Capital Limited

Aditya Birla Capital Limited (“ABCL”) is a listed systemically important non-deposit taking Non-Banking Financial Company (NBFC) and the holding company of the financial services businesses. ABCL and its subsidiaries/JVs provides a comprehensive suite of financial solutions across Loans, Investments, Insurance, and Payments to serve the diverse needs of customers across their lifecycles. Powered by over 68,400 employees, the businesses of ABCL have a nationwide reach with over 1,740 branches and more than 200,000 agents/channel partners along with several bank partners.

Nationwide Branches

1,740

No. of Employees

68,400

Agents/Channel Partners

2,00,000+

Aggregate Assets

INR 5.91 Lakh Cr

Consolidated Lending Book

INR 2 Lakh Cr
Go back to all Jobs

Job Description

Aditya Birla Capital Limited

Head Wealth Management

Location: R-Tech Park Goregaon, Maharashtra
SHARE THIS JOB

Job Description

Organizational Context:


Aditya Birla Capital Limited (NBFC) is among the Top 5 diversified non-banking financial services company in India based on AUM. ABC - NBFC offers customized solutions in areas of personal finance, SME finance, corporate finance, wealth management, debt capital markets and loan syndication. For the FY ended 31st March 2025, ABC – NBFC has a book size of Rs. 1,26,351 Crores and net PAT of Rs 2501 Crores with 6939 employees and 449 branches. During the last 3 years, the AUM & PAT of ABC – NBFC has grown at a CAGR of more than 31%, outpacing the growth rates of Top 7 Diversified NBFCs. As a result, ABC – NBFC has moved 3 ranks to become 5th largest diversified NBFC in the last 3 years.









Job Context:

The Wealth vertical within Aditya Birla Capital’s NBFC arm operate in a highly dynamic financial ecosystem defined by intensifying competition, evolving customer expectations, accelerating digital adoption, and increasing regulatory scrutiny. Against this backdrop, the Head – Wealth – HNI/CTS plays a mission?critical role in leading multiple high?impact business lines, including HNI/UHNI Wealth Management, Corporate Treasury Solutions, Product & Research, Retail Wealth & Digital Platforms. The role is central to integrating advisory excellence, product innovation, risk?aligned growth, and technology?led transformation to deliver a differentiated, seamless, and high?trust experience across diverse client cohorts—from Corporate Treasury teams and family offices to Ultra HNIs and mass affluent retail investors.

Operating in a multi?channel environment comprising zonal and regional wealth teams, national alliances, digital distribution, business partners, and institutional coverage, the position demands strong cross?functional leadership and collaboration. Success requires orchestrating efforts across risk, compliance, technology, research, underwriting, and product functions to ensure sustainable growth while upholding strong governance and maintaining portfolio quality. With the expanding complexity of advisory offerings (PMS, AIFs, equities, mutual funds), the sophisticated treasury needs of corporate clientsenhancing digital journeys, and strengthening the organization’s competitive positioning in the wealth lending landscape.




Key Challenges:

  1. Strengthening Brand Positioning in a Highly Crowded Wealth Management Space : The Indian wealth management market is intensely competitive, with banks, NBFCs, fintechs, brokerages, and global private players offering differentiated propositions. Establishing Aditya Birla Wealth Management as a trusted, research?led, advisory?driven brand—while maintaining simplicity, transparency, and customer?centricity—remains a core challenge.
  2.  Building Stable and Credible Revenue Streams: The business must institutionalize disciplined sales practices, consistent asset?allocation frameworks, and rigor in advisory execution to ensure predictable and sustainable revenue. Balancing transaction?based income with recurring fee?based advisory revenues is key to long?term profitability.
  3. Driving Market Share Expansion Amid Volatile and Competitive Conditions: Market volatility, rapid product proliferation, and competitive pricing pressure demand constant innovation and agility in product launch, customer acquisition, and portfolio management. Retaining high?value clients while attracting new ones is a continuous challenge.
  4. Developing Cutting?Edge Research and Advisory Capabilities: Success in wealth management hinges on deep research across asset classes, macroeconomic trends, and global markets. Building a strong in?house research engine that produces high?quality thematic insights, model portfolios, asset allocation frameworks, and timely market commentary is critical to delivering superior advice.
  5. Innovating and Continuously Evolving the Digital & Online Wealth Platform: Given rising customer expectations for digital convenience and real?time insights, the role must lead the creation of intuitive wealth and lending platforms with strong analytics, portfolio visualization tools, seamless transaction capability, and superior UI/UX. Continuous digital improvement and technology adoption across teams and partners is essential.
  6. Building a Strong Value Proposition for Corporate Treasury Solutions (CTS): Corporate treasuries seek sophisticated risk?management, short?term investment, and advisory solutions. Creating tailored propositions that address liquidity cycles, governance structures, and regulatory constraints—while competing with banks—is a complex challenge.
  7. Enhancing Customer Value Amid the Rise of Direct Investment Platforms: With the easy availability of direct mutual fund plans, discount brokers, and DIY platforms, delivering differentiated advisory outcomes, behavioral guidance, and value?added services is essential to justify distributor?led propositions.
  8. Managing Regulatory Uncertainty and Rapidly Evolving Compliance Requirements: Frequent regulatory updates by SEBI, RBI, and AMFI impact product design, customer suitability norms, advisory models, and operational processes. Continuously adapting business practices while maintaining compliance and safeguarding customer interest is both critical and complex.
  9. Driving Productivity and Capability Across Multi?Channel, Pan?India Teams: With zonal and regional wealth teams, national alliances, digital channels, business partners, institutional RMs, and underwriting teams, driving consistent productivity, capability building, and governance across a geographically dispersed workforce is essential.
  10. Influencing Key Committees and Representing ABWM at Industry Platforms: The role must meaningfully contribute to the Investment Committee, PAC, and industry conferences, shaping thought leadership, influencing strategic direction, and reinforcing the organization’s credibility within the financial services ecosystem.


 


4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)

Key Result Areas 

Supporting Actions

Strategic Planning & P&L Leadership for Wealth Management 

  • Strategic Sales Planning (Short?Term & Long?Term): Develop and implement short?term and long?term sales strategies for the Wealth Management (WM) business in alignment with the organization’s overall strategic goals, ensuring sustained growth across all segments.
  • Business Planning & Resource Allocation: Design strategic plans and tactical execution frameworks for the WM division, identifying required resources—people, platforms, partners and processes—to achieve segment?wise business targets.
  • Sales Process Standardization & Operational Excellence: Establish, optimize, and institutionalize standardized sales processes to ensure high?quality customer and channel partner acquisition, consistent advisory delivery, and efficient service fulfillment across all geographies.
  • Performance Benchmarking & Competitive Intelligence: Continuously evaluate business performance against industry benchmarks, monitor competitor actions, and develop corrective and proactive action plans to maintain competitive advantage and best?in?class delivery standards.
  • National Sales Target Achievement: Lead the achievement of annual sales, revenue, AUM, and productivity targets through structured planning for resource expansion, branch footprint growth, team capacity building, and cost?aligned business development efforts.
  • External Representation & Market Visibility: Represent the organization across industry forums, conferences, seminars, media interactions, and client engagement events; drive regional and national travel for sales activation, branding, and stakeholder engagement.
  • Channel Expansion & Business Innovation :Conceptualize, build, and drive new business initiatives, digital channels, and distribution models aimed at accelerating growth and expanding the Wealth Management business footprint nationwide.




Drive national Wealth Management growth through strategic planning, process excellence, target achievement, and new business initiatives.


  • Develop a comprehensive third?party product vision and strategic roadmap that identifies future product opportunities based on market trends, customer needs, and organizational long? and short?term priorities.
  • Drive high?quality product innovation and development through rigorous customer segmentation, revenue potential assessment, and collaboration with sales teams to build strong, commercially viable business cases.
  • Accelerate growth of annuity?based products by prioritizing development of new offerings that enhance long?term sustainability and recurring revenue streams.
  • Establish a structured feedback and market intelligence framework to continuously gather insights from customers, market research, and competitive benchmarking, and translate them into periodic enhancements to the product suite.
  • Design a compelling product portfolio and engagement plan that energizes channel partners, boosts activation levels, and deepens relationships with manufacturers and product providers.
  • Oversee product economics—including pricing, fee structures, and cost management— to minimize revenue leakage and ensure optimal profitability across the third?party product range.


Spearhead business development strategies that unlock AUA growth opportunities and scale customer acquisition across channels.


  • Drive and leverage a high?quality client base by building long?term, trust?based relationships with HNIs, channel partners (CPs), and end customers acquired through CP networks.
  • Develop differentiated sales methodologies and value propositions tailored to diverse investor needs, supported by a comprehensive suite of investment products.
  • Strengthen client servicing and engagement standards to enhance market credibility and consistently deliver a superior customer experience compared to industry peers.
  • Expand the business through targeted growth in niche customer clusters, specialized product baskets, and high?potential geographic markets, ensuring sustained business momentum.
  • Oversee the effective execution of marketing campaigns aligned with customer segmentation insights and product launch requirements to maximize reach, adoption, and brand visibility.


Spearhead innovative Research and Advisory IT solutions that enhance advisory differentiation and enable stronger market presence and penetration.


  • Collaborate closely with Research teams to publish high?quality insights across Mutual Funds, Broking, Financial Planning, and Macroeconomic themes, and ensure timely dissemination to HNI clients to drive engagement and business volumes.
  • Strengthen and scale the Equity Advisory function by leading the Equity Advisory team to build robust equity portfolios and enhance customer acquisition and wallet?share opportunities.
  • Drive the implementation of advanced IT systems and best?practice processes to enhance Sales productivity, streamline execution, and deliver a superior and consistent client experience in partnership with IT and Operations teams.
  • Lead and grow the NDPMS and Multi?Manager schemes by driving strategic direction and oversight through the Investment Committee to ensure strong performance and adoption.

Strengthen governance by ensuring full compliance with Risk, Legal, and Regulatory norms across all managed segments.


  • Ensure full compliance with client documentation standards by driving accurate and timely completion of KYC, suitability assessments, and all mandatory client information requirements, along with implementing appropriate risk mitigants wherever necessary.
  • Monitor and evaluate client portfolios and positions regularly to confirm alignment with approved risk frameworks, advisory models, and asset?allocation parameters defined by the Risk, Compliance, and Research teams.
  • Enforce strict adherence to internal and external advisory guidelines and risk policies to uphold governance standards, prevent mis?selling, and ensure responsible and compliant advisory practices across all segments.

Ensure rigorous business performance monitoring using a strong MIS framework and structured periodic reviews.


  • Conduct detailed and periodic MIS?based performance reviews across products, geographies, and sales teams, tracking progress against budgets and identifying areas requiring intervention or course correction.
  • Continuously monitor competition and market developments to identify emerging trends, risks, and business opportunities, and provide timely insights to strengthen the Wealth Management strategy.




5) Job Purpose of Direct Reports: Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report) 


  1. Lead – CTS - The role is responsible to lead the team for providing tailored Risk Management, Strategy, and Investment Advisory solutions to Corporate & Institutional segments across India, including large/mid/small corporations, start-ups, unicorns, large family offices etc. while ensuring compliance and risk management, and driving cross-selling of ABCL Lending solutions.


  1. Zonal Wealth Head – The role is responsible to administer the Wealth management business of ABCL - NBFC towards HNI clients (Institutional, Corporate, UHNI clients) on a zonal level by providing portfolio & wealth management advisory services for stocks, mutual funds, broking services, PMS , AIF’s and other relevant financial services products as well as devise robust strategies to achieve profit, growth & customer service objectives of wealth management function as per overall business scenario.


  1. Head – Product & Research – The role is responsible to lead the industry and market research team of Wealth management and develop a house view on macroeconomic issues and equity and debt markets, in order to enable better decision-making for clients of ABCL and support the internal knowledge building efforts.


  1. Head – Wealth Retail & Technology - To oversees the entire business to be done for the retail segment – corporate employees as direct clients, savvier ones as online customers and the rest through our Business Partners (BPs). Each of these clients have similar requirements but very diverse behaviors making this role’s deliverable complex and wide. Product categories vary across the entire range of the ABC vision of PIF (Protecting, Investing & Financing). ABW is required to have an online portal that caters to multiple needs of the client as a distributor. This role oversees all tech development, product design, customer journeys, user interface management, integration with third parties, etc.


  1. National Sales Manager – Wealth Retail - The National Sales Manager – Wealth Retail is responsible for driving the nationwide retail wealth distribution strategy and delivering sustainable growth across AUA, revenue, and customer acquisition metrics. The role leads a multi?channel pan?India sales organization, encompassing corporate employee segments, online/digital customers, and partner?led distribution networks, ensuring alignment with the overall Wealth Retail business objectives. The NSM is accountable for building strong sales capabilities, driving productivity, monitoring performance against budgets, and ensuring high?quality advisory and customer experience standards. 


  1. Senior Partner - Ultra HNI – To increase the business & profitability of the Wealth Management Division by providing effective financial portfolio & wealth management advisory services to Ultra HNI clients & source new clients based on the same.



6) Relationships: Describe the nature and purpose of most important contacts or relationship (except superior/team members) with individuals, departments, organizations inside and outside of the organization, that job is required to interact with in order to deliver the job objectives

Relationship Type

Frequency

Nature of Relationship

Internal

Daily

Collaboration with Pan?India Sales Teams (HNI, CTS, Retail, Institutional) for driving AUA, and sales productivity.

Internal

Daily

Close coordination with Product, Research, Technology, Risk, Compliance, Legal, and Operations for product innovation, advisory governance, digital transformation, and portfolio monitoring.

Internal

Weekly / Monthly

Engagement with Zonal/Regional Wealth Heads, National Sales Manager – Wealth Retail, and Business Partners teams for performance review and strategy execution.

Internal

Periodic

Interaction with Senior Leadership, Investment Committee, PAC, HR, Finance, and Marketing to influence business strategy, capability building, budgeting, and brand positioning.

Internal

Ongoing

Coordination with Underwriting, Credit, Collections (non?direct), for portfolio health, credit quality, and operational risk management.


Relationship Type

Frequency

Nature of Relationship

External

Daily

Engagement with Key HNI/UHNI Clients, Corporate Treasuries, Family Offices, and Institutional Clients for advisory delivery, portfolio expansion, and wallet?share growth.

External

Daily / Weekly

Relationship management with Channel Partners (BPs, DSAs, National Alliances) for acquisition, lead generation, product penetration, and distribution expansion.

External

Periodic

Interaction with Manufacturers (AMCs, PMS/AIF providers, brokers, structured product issuers) for product sourcing, negotiation, and partnership management.

External

Periodic

Participation in Industry Forums, Conferences, Client Events, and Media Engagements to strengthen visibility and position ABWM as a research?led advisory institution.

External

As Required

Engagement with Regulators, Rating Agencies, and Industry Bodies for compliance, policy updates, and ecosystem insights.



7) Organizational Relationships: Provide the structure for a level above and below the position for which this job description is written. Use position titles in the structured and indicate all the reports of the position. 


Minimum Experience Level

19 - 29 years

Job Qualifications

Graduate

Hiring Programs at Aditya Birla Capital
Discover diverse pathways into the ABC ecosystem
Career Revive
ABC Revive
Opportunity for women on career break to Revive their career.
Read More Read More
Hiring program
ABC Finishing School
Master core skills to launch a successful sales career
Read More Read More