Team Leader - Premier Wealth - BFSI

A LEADING FINANCIAL INSTITUTION

JOB DESCRIPTION FOR TL

Designation - Team Leader-Premier Wealth

Reports to -- Regional Head (Wealth)

Reportees - 4-5 Premier Wealth Manager.

Job Responsibilities:

Estimating, Forecasting and tracking of sales & revenue numbers

Develop and manage relationships with Emerging Affluent clients provide investment products and services in line with their financial needs & objectives

Meet the Revenue targets for self and assigned team

Proposing Asset allocation/Portfolio maintenance/Review of portfolio

Team Management :

Manage a team of Premier Wealth Managers who interact with clients

Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity

Have sales hurdle with the team & make sure a continuous interaction is carried among the team members & solve all related problems of the Premier Wealth Managers

Ensure regrettable attrition is under control

Coach & train Premier Wealth Managers on all products