Team Lead

4 days ago


Mumbai, Maharashtra, India 6bac6e58-bbef-40e6-87e9-757278ccd180 Full time ₹ 15,00,000 - ₹ 30,00,000 per year

Designation: Team Leader

Grade: Manager

Experience: 10-12 years of experience in Corporate / business banking.

Qualification: CA/ CFA/ MBA (Finance)

Role & responsibilities -

  • Manage and grow relationships with existing HNI and UHNI clients by providing strategic advice and tailored investment solutions.
  • Acquire new clients through referrals, networking, and market engagement.
  • Drive revenue growth by optimizing product mix and increasing client asset size.
  • Represent a spectrum of products Mutual Funds, PMS, AIFs, and alternate asset strategies with customized solutions aligned to client mandates.
  • Engage in high-impact family office and HUNI meetings to design long-term wealth preservation and alpha generating portfolios.
  • Influence client decisions through market insights and strategic advisory rather than transactional product pitches.
  • Handle RMs 8-10 under him.

Preferred candidate profile.

Excellent in team Handling and good communication skill.

Interested candidates can Email - or whatups their resume

Regrds

Nasreen


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