04/12 Hitesh Puri
Business Head at Hirearchy

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Team Leader - Sales - Premier Wealth (6-10 yrs) Premium

Mumbai/Chembur/Andheri Job Code: 640617

Key Responsibilities :

Financial Objectives :

- Estimating, Forecasting and tracking of sales & revenue numbers

- Develop and manage relationships with Emerging Affluent clients - provide investment products and services in line with their financial needs & objectives

- Meet the Revenue targets for self and assigned team

- Proposing Asset allocation/Portfolio maintenance/Review of portfolio

Team Management :

- Manage a team of Premier Wealth Managers who interact with clients.

- Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity.

- Have sales hurdle with the team & make sure a continuous interaction is carried among the team members & solve all related problems of the Premier Wealth Managers.

- Ensure regrettable attrition is under control


- Coach & train Premier Wealth Managers on all products.

Candidate : Experience 6+ Years

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