Business Head at Hirearchy
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Team Leader - Sales - Premier Wealth (6-10 yrs)
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