Team Lead - Wealth - Bank

This is a Team Lead role to manage a team of 5 to 10 Wealth RM's for a leading bank in Delhi.

Job responsibilities:

- This role will be responsible for managing a team of 5 to 10 Financial Advisors and Financial Partners who manage portfolios of high net-worth individuals of Yes Bank

- Will be responsible for ensuring that the team Goal sheet targets are met across all bank products. including New to Bank customer acquisitions, Liabilities, Investments, Insurance, Trade FOREX and Assets

- Will be required to go on join calls and build relationships and personally interact with the top clients in the portfolio to deepen and enhance relationships

- Should be able to rigorously monitor cross sell on the portfolio as well as sales process compliance across RMs.

- Will be responsible for recruiting RMs, mentoring and training them. Should build capability across RMs for them to be able to independently manage and grow business

- Regular review of RMs to ensure that they comply with processes and meet operational guidelines. Will be responsible to drive high contact ability and service levels on the RM portfolio

- Will need to drive all initiatives run by the central team and ensure RMs work on the base to enhance customer engagement and penetration

- Should be able to collaborate and work with various teams in the organization to ensure optimal support and service for RM managed customers

Age:

Minimum 27 to Maximum 33 years

Education: Post Graduate

Past Experience:

- 5 to 10 years of work experience in Banking organizations in Senior Relationship Management or Wealth Management roles

- Should be well versed with all banking products and operations. Should be a specialist in wealth management and be able to independently source investments and insurance business from high net worth customers

- Should be self motivated and a team player

- Should have strong communication and relationship building skills

- Previous experience of handling a team of Relationship Manager will be an added advantage

Coordinated

Interested candidates may apply or call 7338603311