Team Lead- wealth

Job Description

About Our Client: Client is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology. Job Title: Team LeadLocation: Bangalore, Pune, Mumbai, DelhiEducation: Bachelor’s DegreeExperience: Minimum 7+ Years of experience into wealth management/ sales.Certifications Required: NISM Mutual Funds & PMS Distributors certificatesWorking Days: Any 6 days as per requirement About the role : We are looking for professionals from wealth management background who have an entrepreneurial mindset to join our business team at Company in a team management role. You would be responsible for actively acquiring clients along with building a team of client partners who you coach and mentor to become strong relationship management. You and your team would work with HNI/UHNI clients. You will be responsible for helping users understand and to help them invest with Company Responsibilities: Build a client base of HNI/UHNI ClientsProvide financial solutions to clients basis their goalsCultivate and maintain strong relationships with existing clients and proactively identify opportunities to expand services and deepen client engagement.Actively increase the client baseBe responsible for AUM for your teamConduct thorough financial analyses to assess clients' current financial situations, including income, expenses, assets, liabilities, and risk exposuresShare regular communications with clients regarding market updatesProvide guidance to team members to help them achieve their goals and take responsibility for the outcomes. Requirements: 7+ years of sales experience in financial services like wealth firms, banks, AMCsHave excellent communication skillsIs able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical abilityHave ability to perform in target driven environmentFollow Company's guidelines and compliance needsAbility to explain complex investment methodology to clients in simple termsHigh ownership and strong stakeholder management skills (both internal and external)Be able to hire, train, coach and mentor a team To succeed in this role:Have an entrepreneurial mind-set and a high risk appetiteBe dedicated to go the extra mile to achieve outstanding resultsHave the ability to thrive in a team-oriented environmentHave the openness to change, embrace challenges, and continuously seek opportunities for growth and developmentHave a fresh perspective and innovative thinking to solve problems About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.