Hireginie Talent Cloud Reviews by Employees

Talent Acquisition Partner

Talent Acquisition Executive

Talent Partner

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

Pune

Mumbai

Bangalore

Noida

Team Lead - Wealth Management Firm 

Job Description for Team Lead - Wealth Management Firm  in Hireginie Talent Cloud in  Pune Mumbai Bangalore Noida for (7-15) years of experience. Apply Now!

Team Lead - Wealth Management Firm  | iimjobs.com