Team Lead - Wealth Management Firm

Location: Bangalore | Pune | Mumbai | Delhi

Education: Bachelors degree mandatory

Experience: Minimum 7+ years in wealth management or financial sales

Mandatory Certifications: NISM Mutual Funds & PMS Distributor Certifications

Work Schedule: 6 days a week (based on business needs)

About the Company:

Our client is a fast-growing wealth management firm that brings together experienced investment experts and cutting-edge technology to deliver smart, client-focused financial solutions.

Role Summary:

We are looking for a driven and ambitious individual with a strong background in wealth management to lead a high-performing client team. In this leadership role, you will be responsible not just for acquiring and managing HNI/UHNI clients, but also for recruiting, mentoring, and leading a team of Relationship Managers. You will play a pivotal role in driving revenue growth, client satisfaction, and team development.

Key Responsibilities:

- Build and manage a portfolio of HNI and UHNI clients by understanding their financial goals

and offering tailored investment solutions

- Recruit, coach, and lead a team of Client Partners, driving their performance and development

- Conduct in-depth financial assessments and recommend suitable investment strategies

- Ensure consistent growth in Assets Under Management (AUM) for both yourself and your team

- Maintain regular communication with clients on market trends, product updates, and portfolio reviews

- Uphold high standards of compliance and regulatory adherence in all client interactions

- Drive business growth through referrals, networking, and strategic acquisition efforts

- Foster long-term client relationships by delivering exceptional service and financial expertise

What We're Looking For:

- Proven experience (7+ years) in wealth management, private banking, or AMC sales

- Deep understanding of financial markets and investment products

- Excellent communication, presentation, and interpersonal skills

- Strong leadership capabilities with a track record of managing and mentoring teams

- Ability to thrive in a target-driven, high-accountability environment

- High ownership mindset with strong internal and external stakeholder management

- Aptitude to explain complex financial strategies in a simple, client-centric manner

- Entrepreneurial thinking with the ability to take initiative and drive business independently

Ideal Candidate Traits:

- Ambitious and proactive with a growth-oriented mindset

- Open to learning, adapting, and taking risks for long-term success

- A natural team leader who inspires and uplifts others

- Strategic thinker with an eye for detail and an appetite for solving challenges

- Driven by outcomes, not just processes