Financial Planner Team Lead

• Responsible to handle clients independently and also manage a team of 5 members.

Education

• Expected-MBA or Equivalent, NISM or Equivalent Certification

Experience

• Min 5 years of banking or Wealth Management Team Handling
• Multi-Asset Selling Client Management Hold on to Equity and Debt concepts and understanding of products across asset class
• KRA-Team Recruitment
• Team Management - Huddle; Hand Holding; Team Training Team cost justification, Coordination with AMC / Fund House RM