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24/05 Geetika
HR at sapphire manpower

Views:70 Applications:19 Rec. Actions:Recruiter Actions:2

Team Leader - Wealth Management - Mutual Fund/Insurance (5-10 yrs)

Mumbai Job Code: 76092

Opening with leading company for role of Team Leader-Wealth Managers.

Location-Mumbai

Experience -Minimum 6yrs of experience required

Team handling experience is mandatory for this role.

Job description-

Key Responsibilities includes

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

Skills & Knowledge required : 

- Team Handling

- Required strong Knowledge of Mutual Funds,Life Insurance,Structured Products

If interested kindly share your resumes 

For further details feel free to connect 9890222975

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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