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Team Leader - Wealth Management

11 - 15 yrs
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Not Disclosed by Recruiter Openings: 1 Posted 30+ days ago Job Applicants: 117 Job Views: 372

Job Description

 
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    Job Location: Andheri

    Financial Objectives:-

    Manage self + Team Revenue targets
    Financial Planning and Advisory on Investment Products and driving sales
    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 Wealth Managers
    Ensure regrettable attrition is under control
    Coach & train Wealth Managers on all products.

Salary: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type: Full Time, Permanent

Keyskills

Citigold Relationship Manager preferred relationship manager wealth management privy relationship manager HNI Acquisition priority relationship manager Premia relationship manager

Education-

UG: Any Graduate - Any Specialization

PG:MBA/PGDM - Any Specialization

Doctorate:Doctorate Not Required

Company Profile:

Suche Consultants

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