Senior Wealth Manager - BFSI (8-12 yrs)

About Our Client: Client is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.

- Job Title: Team Lead

- Education: Graduate (MBA or CA or CFA or CFP is definitely an asset)

- Experience: 8 - 12 years of relevant experience in Financial sales in PMS & Mutual Fund sales experience (mandatory)

- Location: Bangalore

- Certification: NISM Mutual Funds & PMS Distributors certificates (required before joining)

- Preferences: Local Candidates with relevant Experience and good Communication Skills

About the role:

- We are looking for enthusiastic go-getters to join the inbound business team with Our Client.

- In this role, you will work with high intent inbound clients with investments of 50 lakhs and above.

- You will lead a team of Investment Specialists who invest in Our Client's PMS and MF investment strategies.

- You will also bear the responsibility of the deliverables of the team which are to acquire, develop and retain relationships with clients across India.

What you will need to do:

- Have a metric driven approach towards solving the sales funnel

- Maintain a deep understanding and technical knowledge of relevant products and services offered by Our Client

- Ensure Compliance with the applicable laws, regulations and organization's guidelines

- Manage a 10-15 member team of Investment sales people

- Be responsible for the delivery of sales targets for the team

- Train the team regularly on products and markets

- Hand hold and resolve all operation related work for the team for better conversion

- Manage and build team cadence toward daily SOPs

What you need to have done :

- Have Prior team management experience in sales

- Have excellent communication skills

- Be proactive, self-driven and detail oriented with strong networking and stakeholder management skills

- Be a leader who maintains a productive climate and confidently motivates, mobilizes and coaches team members to meet high performance standards

- Have sound knowledge of financial services products and services

To succeed in this role :

- Bring a high level of energy and enthusiasm to your role

- Be dedicated to go the extra mile to achieve outstanding results

- Have the ability to thrive in a team-oriented environment

- Have the openness to change, embrace challenges, and continuously seek opportunities for growth and development

- Have a fresh perspectives and innovative thinking to solve problems

What you can expect :

- A great work environment with high ownership and growth opportunities

- Best in market compensation and Incentives

- Work closely with the founding and the leadership team on key projects

- High talented team members to coordinate and work with

- Open door work culture

- Flat organizational structure

- Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team