Team Manager - HNI (10-12 yrs)

- Manage client servicing of HNI and Ultra-HNI clients.

- Manage client servicing for Sales & Dealing teams.

- Handling team of 10-15

- Effective Interfacing with operations team, Legal, Compliance, accounts team, AMCs, RTA, Third party distributors etc

- Understand client's needs & requirements and accordingly position products & services

- Engage with inactive customers and activate their accounts

- Resolve client queries, complaints & requests in defined TAT

- Generating quality clients leads through networking, data base, market intelligence and references from existing clients

- Conduct activities for Client Acquisition and Financial Planning

- Ensure compliance as per various regulator and organization guidelines

- Maintaining & keeping track of data, office / operations related work, processing of data received

- Have a customer-centric approach and ensure that customers are serviced well

- Partner with Client facing teams & ensure complete documentation of ongoing products, review documents, stay current with all regulatory changes, maintain records.

- Handling & maintenance of confidential client documentation

Requirements

- Should have very good communication, quick learner with people management skills

- Must be well versed with Excel.

- Should be a result oriented, self - starter, proactive, strong motivator, collaborative, focused on team cohesion, dynamics & constantly improve quality of performance

- Should possess strong networking & relationship building skills

- Should have an eye for detail in documents

- Should be an initiator and self-learner