Team Leader - Wealth Management - UHNI - NBFC

Job Profile :

- The Team Leader will be responsible for recruiting, managing and driving a team of RMS across locations to increase client base, AUM and revenues

- Experience in leading senior employees

- He will be responsible for the P & L, sales quality levels, via periodic audit checks and review of sales processes for the country

- He will be responsible for setting the standards in client servicing and delivery, thereby creating a differentiation and a sustainable competitive edge

- Track the Ultra HNI segment in the market for new client acquisition and helping the RMs in closing deals and deepening existing relationships

- To research, investigate and update himself and the teams on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios

- To coordinate with product and research team for taking investment decision for the clients

- To conduct and assist in organizing seminars, workshops and other business development activities

- In- depth understanding of Liability Marketing, Insurance, Trade & FX products and portfolio management strategies for Wealthy Individuals