Team Leader Wealth Manager

4 - 9 Years

Job Description

Opening for Team Leader in Leading Financial Company

Designation - Team Leader (Wealth Manager)
Location - Mumbai
Experience - 4 Yrs+
Qualification - Graduation Must
CTC - Based on last drawn

Note - Experience should be required only from Wealth background (Mutual Fund, PMS, PCG, Private Banking)

Job Description -
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
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.

Please share your updated resume on

Thanks & Regard's,
Anuja Inamdar
Mail id -
Contact - 022-4051 6686/ 7738227717

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Corporate Sales

Role:Client Servicing/Key Account Manager

Employment Type:Permanent Job, Full Time

Key Skills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

M/s Gi Human Resources And Services Pvt. Ltd.
Leading Financial Industry
View Contact Details+

Recruiter Name:Anuja Inamdar

Contact Company:M/s Gi Human Resources And Services Pvt. Ltd.


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