Recruiter at Manzil HR Services
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Team Leader - Premier Wealth - BFSI (7-18 yrs)
"We have an opening in a reputed financial institute"
Designation - Team Leader-Premier Wealth
Location - Delhi
Reports to -- Regional Head (Wealth)
Reportees - 4-5 Premier Wealth Manager.
Job Responsibilities:
I. Estimating, Forecasting and tracking of sales & revenue numbers
II. Develop and manage relationships with Emerging Affluent clients provide investment
III. products and services in line with their financial needs & objectives
IV. Meet the Revenue targets for self and assigned team
V. Proposing Asset allocation/Portfolio maintenance/Review of portfolio
Team Management :
I. Manage a team of Premier Wealth Managers who interact with clients
II. Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity
III. 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
IV. Ensure regrettable attrition is under control
V. Coach & train Premier Wealth Managers on all products.
Job Specification:
- Educational Qualification & Experience:
MBA (Mandatory), Certified Financial Planner (Non Mandatory) with 6-10 years experience.
- Industry: Banks (Preferably Wealth Managers from Banking Sector)
- Specialized knowledge on: Equities, Mutual Funds, Real Estate market, Private Equity, Structured products, Venture Capital Funds, Insurance Products
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