Karvy - Senior Role - Multi Team Leader - Wealth Management Products - HNI

- Handling multiple TL's and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

- Maintaining profitability targets by ensuring good IRR and cross sell

- Identifying streams for revenue growth & developing business plans to build consumer preference

- Responsible for creation of a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

- Monitoring client's portfolio performance and rendering sustained advisory services for securing high ROI

- Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

- Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

- Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team