Team Leader - Wealth Management - HNI Clients - Bank

Company: Private Sector Wealth Management Co.

Profile: Wealth Team Handling

Products: Structured Wealth Products

JOB ROLE :

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

- Monitoring clients 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 Profile Summary

Candidate Profile:

- Experience : Minimum 8 Year In Wealth Management

- He / She Must Be Currently In Team Handling Profile