Title: Relationship Manager Investment Team Lead
Location: Gurgaon
Education: Graduate
Experience: 6 - 10 Years
Role Overview:
Lead and manage a team of 4-6 Relationship Managers in a research-driven wealth advisory setup. The role focuses on driving team productivity, revenue growth, high-quality client advisory, and strict compliance, while also supporting key client interactions.
Key Responsibilities:
- Manage, mentor, and drive performance of RM team
- Conduct regular pipeline, funnel, and KPI reviews
- Ensure team revenue targets and client satisfaction
- Support RMs in key client meetings and deal closures
- Review investment recommendations and advisory quality
- Ensure CRM hygiene, documentation, and regulatory compliance
Requirements:
- 6-10 years of experience in Wealth Management / Investment Advisory
- Minimum 2 years in a Team Lead or supervisory role
- Strong people management and mentoring skills
- Hands-on experience in client advisory and investment products
- Detail-oriented with a strong governance and compliance mindset
Didn’t find the job appropriate? Report this Job
