Key Responsibilities and Accountabilities - Lead a team of Relationship Managers who are responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. - Build, train, mentor and motivate a growing team. - Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization. The team will be primarily responsible for identifying, and sourcing clients in equity broking. - Cross-Selling of Third party investment products like Mutual Funds, Bonds, PMS &amp; Structured products. - Cross Selling of a bouquet of asset products- such as working capital loans, term loans, LAP, AL, HL, LAS and so on. - Achieving targets as assigned by the organization on a monthly basis. - Understanding client's risk profile and maximizing the - risk vs. reward- balance for individual clients by optimizing product mix. - Ensure team Compliance with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Requirements Qualifications - Graduate + MBA from Tier 1 / Tier 2 Institutes - 10 - 14 years work ex with minimum 4-5 yrs exp in direct selling in Ultra HNI segment and 2-3 years of leading a team. - Must have good existing HNI / Ultra HNI client relationships in the market. Functional Competencies - Sound understanding of Capital Markets + Third party investment products like Mutual Funds, Bonds, PMS, Structured products + Asset products such as working capital loans, term loans, LAP, AL, HL, LAS and so on. Behavioral Competencies - Exceptional leadership qualities to build and manage business relationships at all levels (internal + external) - Ability to train, mentor and motivate a growing team - Excellent interpersonal, communication &amp; presentation skills. - Must possess strong networking &amp; relationship building skills - Must be a self-starter, high energy, positive attitude, proactive passionate &amp; target oriented. - Ability to cope with fast-paced and pressured work. - Attention to detail + strong analytical mind - ability to notice patterns within statistics. - Willing to seize initiatives and opportunities - Possess mature negotiation and commercial skills

Mumbai

Team Lead - Private Client Group Elite Sales - Ultra HNI - BFS 

Team Lead - Private Client Group Elite Sales - Ultra HNI - BFS  ,Job Description for Team Lead - Private Client Group Elite Sales - Ultra HNI - BFS  in Armour Corporate Services in  Mumbai for (10-14) years of experience. Apply Now!

Job Description for Team Lead - Private Client Group Elite Sales - Ultra HNI - BFS  in Armour Corporate Services in  Mumbai for (10-14) years of experience. Apply Now!