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Team Lead (Wealth) - Mumbai/Pune/Indore/Ahmedabad

10 - 20 years

18 - 33 Lacs

Posted:3 months ago| Platform: Naukri logo

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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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Incred

Financial Technology (FinTech)

San Francisco

200 Employees

10 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    CFO

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