Team Lead - Wealth - Financial Institutions

Team Lead - Wealth (A leading financial institutions)

1. Accountable for acquisition of High net worth clients

2. Responsible for identifying customer needs and assessing their risk appetite

3. Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.

4. Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships

5. Responsible for achieving targets as assigned by the organization on a monthly basis

6. Provide regular updates to the immediate superior as a when required