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Team Lead (Wealth) - Kolkata/Guwahati/Ranchi/Bhubaneshwar

Team Lead (Wealth) - Kolkata/Guwahati/Ranchi/Bhubaneshwar

Incred

10 - 20 years

18 - 33 Lacs

Bhubaneshwar, Ranchi, Kolkata

Posted:2 months ago| Platform:

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Skills Required

Wealth Management Portfolio Management HNI Sales Mutual Funds Sales Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Managing the team of Wealth Managers and guiding them in understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc. with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc. Managing a team of Wealth Managers who interact with clients. Estimating, Forecasting and tracking of Sales and Revenue numbers. Meeting the Revenue targets the assigned team. Manage the distribution of leads/resources to the team to ensure optimum manpower utilization. Conducting regular meeting with the team and ensuring that continuous interaction is carried among the team members and solve their problems/queries in a timely manner Train the team on all the products of Wealth Management. Responsible for business development through the acquisition of ultra high net-worth clients. Must ensure incremental growth of AUM and Revenue from the team mapped to them.

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18 Jobs

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Team Lead (Wealth) - Kolkata/Guwahati/Ranchi/Bhubaneshwar

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Team Lead (Wealth) - Kolkata/Guwahati/Ranchi/Bhubaneshwar

Experience & Salary

Skills Required

Work Mode

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Job Description

More Jobs at Incred