Team Leading Role - Wealth/Investment Products

Avani Consulting

6 - 11 years

15 - 20 Lacs

Jamshedpur Jharkhand India

Posted:1 day ago| Platform: Foundit logo

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Skills Required

Client Relationship Relationship Management Wealth Management investment products Team Management Mentoring Leadership Skills

Work Mode

On-site

Job Type

Full Time

Job Description

Team Lead

Key Responsibilities

Manage and mentor a team
of Relationship Managers to
achieve assigned targets
by upselling
AMC products
.
Upsell products to Retail/HNI clients
from an assigned database and
generate fresh leads
through references.
Conduct regular
feedback and review sessions
to improve business volume and new client acquisition.
Coach and lead the sales team
to achieve their targets.
Develop
long-term relationships
with key and potential investors to generate repetitive business.
Assist in closing sales calls
by working closely with Relationship Managers when required.
Ensure the team delivers the
highest level of service
to HNI customers.
Create awareness
by conceptualizing events, conferences, and product sessions for investors.
Enhance and upgrade the client net worth
and achieve sales and revenue targets across a diverse product mix through the team.
Ensure timely flow of information internally and externally, and monitor the team's external communication regularly.

Skills & Qualifications

Experience in
mutual fund sales
and managing
HNI clients
.
Strong
team management, mentoring, and leadership
skills.
The ability to effectively close sales calls and support a team.
Strong communication and interpersonal skills for building long-term client relationships.

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