Team Leader - Wealth Relationship Management - BFSI

Will be responsible for managing a team of 5 to 10 Wealth Advisors who manage portfolios of high net-worth individuals.

Will be responsible for ensuring that the team Goal sheet targets are met across all bank products. including New to Bank customer acquisitions, Liabilities, Investments, Insurance, Trade Forex and Assets

Will be required to go on join calls and build relationships and personally interact with the top clients in the portfolio to deepen and enhance relationships

Should be able to rigorously monitor cross sell on the portfolio as well as sales process compliance across RMs.

Will be responsible for recruiting RMs, mentoring and training them. Should build capability across RMs for them to be able to independently manage and grow business

If Anybody interested call me at 01244346319, 8010568961