[15h Left] Team Lead

5 days ago

Bhavnagar, India XpertReach Full time

Role - President Team Leader - Wealth Management Business 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 Requirements Education Certifications Post Graduate with MBA Professional Certification Knowledge of Financial products Capital markets is essential Experience - 15 years Compliance Responsible to ensure all activities are in adherence as per Compliance framework NISM Certification Roles Team player Good interpersonal communication skills

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