Senior Team Leader - Wealth - BFSI

Salary offered: 10 - 20 LPA

A Leading Financial Institution.

Designation - Team Leader-Premier Wealth

Location:-Mumbai

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.