Team Leader - Private Wealth - Bank

Salary offered: 10 - 25 LPA

Key Responsibilities :

Financial Objectives :

- 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.