Team Leader - Wealth - NBFC

Urgent Opening with One of The Leading NBFC.

Position - Team Leader - Wealth

Location - Chennai/Hyderabad

CTC - 9 to 13 Lakhs

Experience - 5 to 7 Years

Key Responsibilities for TL:-

- 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.

Interested candidate can reach on below details.

Archana Sinha
Sr. Consultant
Phone: +91 022 40516688 (Board); Ext: 6688 | +91 022 40516688 (Direct)
Mobile: +91 9920080145