• Team Leader - Wealth Management - Banking Jobs in Mumbai,India

  • Suche Consultants
  • Save Job
  • 6 - 15 Years
  • Posted : above 1 month

Job Description:

Financial Objectives-

- Estimating, Forecasting and tracking of sales & revenue numbers

- Develop and manage relationships with Emerging Affluent clients - provide investment products and services in line with their financial needs & objectives

- Meet the Revenue targets for self and assigned team

- Proposing Asset allocation/Portfolio maintenance/Review of portfolio

Team Management-

- Manage a team of Premier Wealth Managers who interact with clients

- Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity

- Have sales hurdle with the team & make sure a continuous interaction is carried among the team members & solve all related problems of the Premier Wealth Managers

- Ensure regrettable attrition is under control

- Coach & train Premier Wealth Managers on all products

Job Specification-

Educational Qualification & Experience-

MBA (Mandatory), Certified Financial Planner (Non Mandatory) with 6-10 years experience

Industry Banks (Preferably Wealth Managers from Banking Sector)

Specialized knowledge on Equities, Mutual Funds, Real Estate market, Private Equity, Structured products, Venture Capital Funds, Insurance Products

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 11th Jan 2020

Key Skills:

Company Profile:

Not Mentioned

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