Senior Wealth Management Professional

14 hours ago

Chennai, Tamil Nadu, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Team Leader/Vertical Manager Position

We are seeking a highly skilled Team Leader/Vertical Manager to join our organization. The ideal candidate will have a strong background in wealth management and experience in leading high-performing teams.

Main Responsibilities:

  • Lead and manage a team of advisory and dealing professionals, fostering a culture of collaboration and high performance.
  • Build a strong team through referrals and internal hiring, promoting a culture of excellence and continuous learning.
  • Execute trades on behalf of clients, aligning with their investment strategies and preferences.
  • Provide expert advisory services, emphasizing Assets Under Management (AUM) product penetration to enhance client portfolios.
  • Actively promote and cross-sell third-party investment products, including Insurance, Mutual Funds, PMS, SIP, AIF, Bonds, Fixed Deposits, Unlisted Shares, and Investment Advisory Services.
  • Acquire new clients while maintaining and strengthening relationships with existing clients.
  • Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.

Required Skills and Qualifications:

  • Postgraduate degree required.
  • 8-9 years of overall experience, with at least 3 years in a team leadership role.
  • Minimum 6 months of equity dealing experience with an Indian broking firm.
  • Hands-on experience in broking with a strong understanding of financial products and market trends.
  • Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.
  • NISM Series VIII certification is mandatory.
  • Strong expertise in client acquisition, retention strategies, and sales target achievement.

Benefits:

This position offers opportunities for professional growth and development in a dynamic work environment.

About the Role:

This role requires a strategic thinker who can lead and manage a team to achieve business objectives. If you have a passion for wealth management and a proven track record in team leadership, we encourage you to apply.

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