Wealth Advisor Team Leader

Work Level

Core

Leadership

Role

Industry Type

Function

Key Skills

Education

Note: This is a requirement for one of the Workassist Hiring Partner

Primary Responsibility:

Roles & Responsibility

1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of acquiring Retail and HNI customers

2. To up sell Prudential MF products to mapped Retail and HNI Clients and generation of fresh leads through reference to shore up the clientele

3. Regular feedback and review sessions with the team to improve business volume and New client acquisition

4. To coach & mentor the sales team and lead them to achieve the targets

5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business

6. Able to close sales call by working closely with RMs whenever required

7. Ensuring the team delivers highest level of service to clients/HNI customers

8. Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall

9. Ensure timely flow of information internally and externally, monitor external communication of the team regularly

10. Enhancing and upgrading the Client Net worth and achieve sales and revenue targets spread across product mix through the team

Company Description

Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal.

We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers.

For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!