Team Leader - PCG

Job Description

1. Team Leadership and Management: • Lead, motivate, and mentor a team of Relationship Managers to achieve sales targets and deliver high-quality client service. • Conduct regular team meetings to review performance, share insights, and align efforts with organizational goals. • Create & execute bespoke training program, so that the team is aligned with the products USP and process of sales. • Provide mentoring and development opportunities to enhance team skills and productivity. 2. Client Acquisition and Retention: • Support Relationship Managers in identifying & acquiring HNWIs with investible wealth between 1 crore to 5 crore. • Oversee the teams efforts in client servicing, ensuring strong relationships and high levels of customer satisfaction. 3. Product Sales and Advisory: • Drive the sale of third-party wealth products, including Mutual Funds, Insurance, AIFs, PMS and any other product that part of portfolio of PCG. • Ensure that team members provide personalized investment strategies aligned with clients financial goals and risk appetites. 4. Performance Management: • Monitor and evaluate individual and team performance against defined sales targets and KPIs consistently at fixed interval as per organisational process. • Identify and address performance gaps through targeted interventions including Theoretical training, On the Job training, Mentorship, Joint calls, feedback etc. 5. Market Insights and Training: • Stay updated on market trends, regulatory changes, and new product developments, and share insights with the team. • Work with Regional team and training team to organize regular training sessions to enhance product knowledge and client engagement techniques. 6. Compliance and Governance: • Ensure that sales process & all team activities adhere to organizational policies and regulatory requirements. • Support and drive to maintain accurate and timely records of client interactions and team performance. Qualifications and Experience Educational Background: • Graduate in any discipline. • Preferred: MBA in Marketing/Finance or equivalent qualification. Experience: 712 years of relevant experience in the BFSI industry, with at least 2–3 years in a team management role. Key Skills and Competencies Strong knowledge of wealth management products and financial planning principles. Proven leadership and team management abilities. Excellent communication, interpersonal, and client engagement skills. Goal-oriented and results-driven, with strong problem-solving and decision-making capabilities. High ethical standards and commitment to compliance.