Team Lead - BFSI

Job Description:

- Responsible for overall business of the team in the Private Client Group for a Leading Company.

- Meeting revenue targets at product level as assigned by the organization and ensuring high level of productivity for the entire team and the region.

- Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, New Asset Class Insurance etc.

- Responsible for hiring and retaining relevant talent in the region.

- Building learning and knowledge best practices. Educating and handholding frontline staff in understanding market fundamentals and product positioning.

- Active interaction with product manufacturers and other stakeholders in order to track local market dynamics.

- Conduct events for engagement of existing clients and also for acquisition of new customers.

- Achieve high service delivery standards and maximize customer satisfaction.

- Excellent interpersonal and networking skills.

- Successful working relationships with relevant internal departments such as branch channel, internal compliance, legal, product and marketing.

Skills Required:

- Post graduate with minimum 10-13 yrs exp.

- Good knowledge of Wealth Management is must.

- Team Handling experience.

- Should possess strong networking & relationship building skills.

- Private Banking Experience.

- New Client Acquisition.

- Handling HNI and Ultra HNI clients.

- Experience in Wealth Creation and Wealth planning.