Systematix Group

About the Company.- Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, NBFC and Asset Management.- With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors.- We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey. Business: Wealth Management. Role: President/ Team Leader - Wealth Management Business. Experience: 15+ years.About the Role.- As a Team Leader for Relationship Managers, we are seeking an accomplished and client-centric professional from the Private Wealth industry with around 15+ years of experience.- The role's core objective is to hire talent, lead and inspire the Wealth Management sales team, driving performance through strategic direction, collaborative leadership, and a strong focus on client satisfaction and regulatory compliance.- By fostering a culture of growth, building long-term client relationships, and implementing innovative business strategies, you will empower clients to make informed investment decisions that enhance their wealth-while contributing to the overall growth and success of our organization. Key Responsibilities.:- Overall new AUM growth in line with the objective laid down by the company.- Managing Individual & team P&L.- To Develop the strategic plan for Wealth Management to meet business objectives.- Monitor and analyze performance metrics including manpower productivity and suggest/ implement improvements.- To meet the Business/sales targets for the region on monthly, quarterly and annual basis.- To do timely appraisal / review of performance of team in the region.- Supervise Wealth Managers in the growth, acquisition, and retention of high net worth clients.- Conduct regular portfolio reviews and risk assessments.- Stay updated on market trends, financial products, and regulatory changes. Team Leadership & Development:- Lead a team of Relationship Managers (10-15 members), providing direction, mentorship, and performance management.- Foster a collaborative, high-performance team culture with a focus on individual and collective growth.- Recruit, train, and groom team members, ensuring strong succession planning for key positions.- Regularly review and appraise team performance to ensure achievement of goals.- Develop a strong team through effective recruitment, training and grooming potential for succession planning of key positions. Education & Certifications:- Post Graduate with MBA / Professional Certification.- Knowledge of Financial products & Capital markets is essential.- Compliance.- Responsible to ensure all activities are in adherence as per Compliance framework.- NISM Certification. (ref:iimjobs.com)