President

About the Company

Investment Banking, Institutional Equities, Wealth Management, Retail Broking,NBFCand Asset Management.

Business: - Wealth Management

Role: - President/ Team Leader – Wealth Management Business

Experience: - 15+ years

Location: - Mumbai, Delhi, Bangalore, Kolkata, Ahmedabad & Indore.

About the Role

Team Leader for Relationship Managers

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

Roles

• Team player

• Good interpersonal & communication skills