Team Lead- Wealth

Location: Moti Nagar, Delhi | Full-time | Experience: 5+ Years

We are seeking a Team Lead with strong expertise in the stock market and derivatives segment, capable of leading a team of Relationship Managers while managing and expanding high-value client portfolios. The ideal candidate will combine market expertise with leadership skills to drive both individual and team performance.

✅ Key Responsibilities:

• Lead, mentor, and motivate a team of Relationship Managers to achieve revenue and client acquisition targets.
• Manage personal and team client portfolios, providing strategic investment and trading advice in equities and derivatives.
• Develop and implement growth strategies for client acquisition and retention.
• Stay updated on market trends, economic news, and trading opportunities to deliver insights to clients and the team.
• Conduct regular performance reviews and ensure compliance with company and SEBI regulations.
• Coordinate with internal departments to ensure smooth execution of trades and client servicing.

✅ Candidate Requirements:

• Minimum 5 years of experience in capital markets, with at least 2 years in a leadership or senior RM role.
• Strong understanding of equities, futures, and options trading strategies.
• Proven track record in handling HNI/institutional clients and achieving sales/revenue goals.
• Excellent leadership, communication, and client advisory skills.
• NISM certifications or other relevant financial credentials preferred.