Team Lead- Wealth

Required Candidate Profile:

 Strong communication and interpersonal skills and the ability to build and maintain long-term

relationships with clients.

 Candidate should have a network of existing clients and corporates with a strong relationship.

 Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth

and profitability drivers.

 Should have excellent team management skills.

 Certification in NISM and CFP is an added advantage.

 The candidate will be responsible to generate a lead and take it to closure by working along with

the Operation and Sales backend team.

 Create and enforce plans that will help meet the needs of clients.

 Must be self-motivated, flexible and able to manage several jobs at one time.

 Willingness to dwell in Start-up Culture.

 Should have a laptop.

Roles and responsibilities:

 Managing the organization's existing clients, including any service-related, operational or salesdriven

requests. Moreover, drive new business from our existing clients for various financial

services

 Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the

team's morale

 Needs to connect with people through phone, emails, chat, screen-sharing and social media

platforms in an engaging manner for their financial planning

 Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM

 Achieve revenue in terms of income generated through various financial planning solutions

 To conduct and assist in organizing seminars and other business development activities

 Setting their team's goals and communicating them effectively.