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Himani Wali

Co-Founder at Talengage

Last Login: 12 July 2024

Job Views:  
2790
Applications:  565
Recruiter Actions:  564

Job Code

1435631

Team Leader - Sales - Wealth Management Segment - NBFC

8 - 14 Years.Delhi
Posted 2 days ago
Posted 2 days ago

Team Leader - Wealth Management


The position is for one of the leading NBFC (prior wealth experience is must)

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

ROLE & RESPONSIBILITIES :

- Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

- Maintaining profitability targets by ensuring good IRR and cross sell

- Identifying streams for revenue growth & developing business plans to build consumer preference

- Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

- Monitoring client's portfolio performance and rendering sustained advisory services for securing high ROI

- Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

- Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

- Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team

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Posted By

user_img

Himani Wali

Co-Founder at Talengage

Last Login: 12 July 2024

Job Views:  
2790
Applications:  565
Recruiter Actions:  564

Job Code

1435631

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