Team Lead-Wealth

As a candidate for this role, you are expected to possess strong communication and interpersonal skills, enabling you to build and nurture long-term relationships with clients. It is essential that you have an existing network of clients and corporates, fostering robust connections. A comprehensive understanding of the Mutual Fund Industry, Capital Market, and factors driving growth and profitability is crucial for success in this position. Furthermore, exceptional team management abilities are required to lead effectively. Having certifications in NISM and CFP would be advantageous for your application. Your primary responsibilities will involve generating leads and seeing them through to closure, collaborating closely with the Operations and Sales backend team. Developing and implementing plans that cater to client needs is a key aspect of this role. The ideal candidate should be self-motivated, adaptable to change, and capable of handling multiple tasks simultaneously. A willingness to immerse yourself in a startup environment is essential, along with the possession of a laptop. Your primary duties will revolve around managing the organization's current clients, addressing service-related, operational, or sales-related inquiries. Additionally, you will be tasked with securing new business from existing clients across various financial services. Supervising and motivating the team, resolving internal conflicts, and boosting morale are also part of your responsibilities. Engaging with individuals through various communication channels such as phone, email, chat, screen-sharing, and social media for financial planning purposes is a key aspect of the role. Acquiring and retaining High Net Worth Individuals (HNI) clients, meeting targeted client and Asset Under Management (AUM) objectives, and generating revenue through financial planning solutions are vital responsibilities. Organizing seminars and other business development activities and effectively communicating team goals are crucial components of your role.,