Team Lead (Wealth) - Mumbai/Pune/Indore/Ahmedabad

Managing the team of Wealth Managers and guiding them in understanding the

financial need & risk appetite of the client & recommend suitable products from the

array of financial products available with us like - Mutual Funds, PMS, Bonds,

Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc.

with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real

Estate, Life insurance, General Insurance etc.

Managing a team of Wealth Managers who interact with clients.

Estimating, Forecasting and tracking of Sales and Revenue numbers.

Meeting the Revenue targets the assigned team.

Manage the distribution of leads/resources to the team to ensure optimum manpower

utilization.

Conducting regular meeting with the team and ensuring that continuous interaction is

carried among the team members and solve their problems/queries in a timely manner

Train the team on all the products of Wealth Management.

Responsible for business development through the acquisition of ultra high net-worth

clients.

Must ensure incremental growth of AUM and Revenue from the team mapped to

them.