Team Lead

Dalmia Wealth Pvt. Ltd. is one of the largest boutique wealth management companies in India with strong values, ethical practices, and employee and client-centric.

Role Overview

• We are seeking a dynamic and results-driven

  Team Lead

  to manage a team of Relationship Managers (RMs) and drive conversions from qualified leads into active investing clients. This role requires strong leadership, deep understanding of wealth products, primarily mutual funds,  and the ability to build a high-performance culture focused on AUM growth.

Key Responsibilities

• Lead, mentor, and motivate a team of

  5–15 Relationship Managers

  .
• Monitor RM calls, guide them on client objections, and improve sales effectiveness.
• Ensure discipline in CRM updates, pipeline hygiene, and follow-up processes.
• Regular performance reviews and achievement of sales targets.

Sales & Conversion Management

• Drive the team to achieve monthly targets across

  SIP registrations, lump-sum investments, and AUM addition

  .
• Track

  lead-to-client conversion ratios

  , follow-up adherence, and closure timelines.
• Support RMs during high-value or complex client conversations.
• Build a predictable and repeatable sales engine.

Process & Performance

• Oversee proper qualification of leads and allocation to team members based on skill and capacity.
• Implement best practices for client profiling, goal-based selling, and need analysis.
• Ensure adherence to

  SEBI/AMFI guidelines

  and compliance standards.
• Provide weekly performance MIS to management (calls, meetings, conversions, SIP book added, AUM growth).

Client Relationship Oversight

• Handle escalations and ensure premium client experience.
• Ensure proper onboarding, KYC completion, and documentation via operations.
• Identify opportunities for cross-selling wealth products (PMS, AIF, Insurance).

Required Skills & Qualifications

• 4–8 years of experience

  in Mutual Funds / Wealth Management / BFSI sales.
• Minimum 2 years of experience in managing a sales team.
• Must have strong understanding of

  Mutual Fund products, asset classes, risk profiling, and SIP strategy

  .

• NISM V-A certification

  is preferred.
• Excellent communication, leadership, and coaching ability.
• Strong analytical skills to track numbers and improve funnel metrics.
• High ownership, discipline, ethical, and team accountability mindset.

Key Performance Indicators (KPIs)

• Team SIP book added monthly
• Team AUM growth (monthly & quarterly)
• Overall conversion ratio of the team
• Active follow-ups & CRM compliance
• Training effectiveness (improvement in RM productivity)

Compensation

• Competitive fixed salary

• Team-based incentives

  linked to Client conversions, SIP book & AUM growth
• Leadership development opportunities
• Fast-track path to

  Sales Manager / Business Head

  roles
• 
  
• 
  

• Why Join Us?

• Lead a high-energy team in a fast-growing wealth firm
• Opportunity to shape systems, processes, and culture
• Exposure to advanced wealth products and leadership training
• Direct influence on revenue and firm growth