Sales Lead / Head - Wealth

8 - 12 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Sales Team Lead/Head - Wealth at our client, one of the leading NBFCs, your role involves managing and expanding the portfolio of private wealth clients. You will oversee a team of wealth managers and ensure high-quality service delivery. Your responsibilities also include developing and implementing business strategies, monitoring market trends, and ensuring compliance with regulatory requirements. You will be expected to achieve financial targets, build strong client relationships, and represent the company at various industry forums and events. Key Responsibilities: - Experience in private wealth management, portfolio management, and client relationship management - Proven track record of achieving financial targets and business growth - Strong leadership and team management skills - Excellent knowledge of financial products, market trends, and regulatory requirements - Helping the teams establish strong ties by designing and implementing financial plans, and ensuring they receive and act on the right advice - Responsible for the P&L of your team - Preferred experience in Banking, Financial Services, and Wealth Management - Development and management of teams, comprising Team Leaders and Relationship Managers - Planning and achieving Sales Targets for Wealth Management products through motivating, inspiring, and guiding the team - Ensuring achievement of acquisition, activation, and other cross-sell targets - Special focus on achieving sub-targets within acquisition, particularly for Premium segment customers - Ensuring achievement of business and revenue targets attributed to the company Qualifications Required: - 8+ years of experience in the Financial Industry, Private Wealth, Capital Markets, or Private Banking - Education: UG/PG degree Location: - Mumbai, Delhi, Pune, Ahmedabad, Kolkata, Chennai, Jaipur, Indore, Bangalore, Hyderabad This is a full-time on-site role that requires strong leadership, strategic thinking, and a deep understanding of the financial industry. Join our team and make a significant impact in the Wealth Management sector.,

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Talengage

Human Resources Services

New Delhi Delhi

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