Team Leader - Sales - Wealth Investment Products

- Team building, Managing, and generating business from team of 5-10 Wealth Managers.

- Business Development and should take care of sales for all Wealth Investment products.

- Overall responsible for revenue generation through sale of Wealth Investment, Third Party Products TPP.

- Responsible for day to day sales planning and revenue achievement of team.

- Handling Ultra HNI's and Corporate clients and maintain daily contacts with them.

- Serving Institutional Clients & Corporate clients of the company.

- Managing the funds of Corporates, Regional Broking Houses and HNI.

- Responsible for Portfolio Management Services, Structure products

- Coordinating between Branch Sales & Ops for smoother business flow.

- Adapting to policy changes and upgrading product knowledge from time to time and downloading the same to the sales team.

- Handling customer complaints from time to time and resolving them.

- Visiting premium customers when ever situation demands.

- Directing the team to achieve the cross sell targets along with the core business.

- Upgrading market knowledge, competitor information and equipping the team with necessary counter measures to tackle the competition and generate business.