AddressTeam Leader - Sales - Wealth Management Segment - NBFC & Fintech
The position is for one of the leading NBFC Wealth company (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
