Team Leader - Wealth - BFSI (7-20 yrs)
Team Leader - Wealth
Financial Objectives :
- 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 Premier Wealth Managers
- Ensure regrettable attrition is under control
- Coach & train Premier Wealth Managers on all products.
Educational Qualification & Experience :
MBA (Mandatory), Certified Financial Planner (Non-Mandatory) with 6-10years 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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