Relationship Manager Team Lead - Wealth & Investment Advisory Firm

RM Team Lead

Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organization focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards.

Title: RM Team Lead

Location: Gurgaon

Experience: 6 - 10 years

About the Role: The RM Team Lead will be responsible for managing a team of 4-6 Relationship Managers, ensuring high standards of advisory quality, productivity, compliance, and client satisfaction. This role combines people leadership with revenue oversight and hands-on client engagement.

Key Responsibilities:

1. Team Management & Productivity:

- Lead daily/weekly team huddles to review priorities and performance

- Conduct sales funnel and pipeline reviews to track progress and identify gaps

- Mentor and coach RMs on advisory skills, client engagement, and productivity

- Drive consistent performance and team discipline

2. Revenue Oversight & Client Engagement:

- Ensure team target achievement and revenue growth

- Participate in key client meetings along with RMs for support and closures

- Monitor individual and team-level KPI's

3. Advisory Quality & Compliance:

- Review and validate investment proposals and recommendations

- Ensure strong CRM hygiene, documentation, and advisory execution

- Maintain compliance with internal policies and regulatory requirements

Requirement:

- 6-10 years of experience in wealth management

- Minimum 2 years in a Team Lead / supervisory role

- Proven people management and mentoring experience

- Strong investment advisory and client-handling capability

- Detail-oriented with a governance-first mindset