About the Company.

- Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, NBFC and Asset Management.

- With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors.

- We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.

Business: Wealth Management.

Role: President/ Team Leader - Wealth Management Business.

Experience: 15+ years.

About the Role.

- As a Team Leader for Relationship Managers, we are seeking an accomplished and client-centric professional from the Private Wealth industry with around 15+ years of experience.

- The role's core objective is to hire talent, lead and inspire the Wealth Management sales team, driving performance through strategic direction, collaborative leadership, and a strong focus on client satisfaction and regulatory compliance.

- By fostering a culture of growth, building long-term client relationships, and implementing innovative business strategies, you will empower clients to make informed investment decisions that enhance their wealth-while contributing to the overall growth and success of our organization.

Key Responsibilities.:

- Overall new AUM growth in line with the objective laid down by the company.

- Managing Individual & team P&L.

- To Develop the strategic plan for Wealth Management to meet business objectives.

- Monitor and analyze performance metrics including manpower productivity and suggest/ implement improvements.

- To meet the Business/sales targets for the region on monthly, quarterly and annual basis.

- To do timely appraisal / review of performance of team in the region.

- Supervise Wealth Managers in the growth, acquisition, and retention of high net worth clients.

- Conduct regular portfolio reviews and risk assessments.

- Stay updated on market trends, financial products, and regulatory changes.

Team Leadership & Development:

- Lead a team of Relationship Managers (10-15 members), providing direction, mentorship, and performance management.

- Foster a collaborative, high-performance team culture with a focus on individual and collective growth.

- Recruit, train, and groom team members, ensuring strong succession planning for key positions.

- Regularly review and appraise team performance to ensure achievement of goals.

- Develop a strong team through effective recruitment, training and grooming potential for succession planning of key positions.

Education & Certifications:

- Post Graduate with MBA / Professional Certification.

- Knowledge of Financial products & Capital markets is essential.

- Compliance.

- Responsible to ensure all activities are in adherence as per Compliance framework.

- NISM Certification.