Team Leader - Premier Wealth - Bank

Salary offered: 9 - 18 LPA

Designation - Team Leader

Location - Delhi/NCR

Job Summary-

1. Team Handling Profile where you will Have To handle The Team of Premier wealth Manager & senior premier wealth Manager.

2. Responsible for catering the investment needs of clients by providing them research based advises.

3. Interfacing all queries of clients and understanding their investment needs.

4. Taking care of portfolios of clients and providing them Investment solutions.

5. Generating business from the existing accounts and achieving profitability and increased sales growth, identifying prospective business and establishing strategic partnership & alliances.

6. Manage wealth & retail clients through client visits, provide financial investment advisory to the clients and achieve revenue target.

7. Advise clients on their product requirement to maximize their investments.

8. Develop new relations through referencing & other sources.

9. Provide Market feedback (new product, pricing, competitor's activity etc).