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Team Leader - Wealth

8 - 13 YearsDelhi, Noida, Gurgaon, Chandigarh

Posted: 43 days ago

Job Description

Profile : Wealth Team Handling
Products : Structured Wealth Products

JOB ROLE :
  • Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high
  • Maintaining profitability targets by ensuring good IRR and cross sell

  • Identifying streams for revenue growth & developing business plans to build consumer preference

  • Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

  • Monitoring clients portfolio performance and rendering sustained advisory services for securing high ROI

  • Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

  • Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

  • Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team Profile Summary


Salary: INR 20,00,000 - 30,00,000 P.A.
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Channel Sales
Role: Sales / BD Manager
Employment Type: Permanent Job, Full Time
Keyskills:

Desired Candidate Profile

Experience : Minimum 8 Year In Wealth Management

He / She Must Be Currently In Team Handling Profile





Company Profile

Forret India Private Limited
Hiring Candidates For BFSI, IT, SME & Global Sector
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Contact Details

Contact Company:Forret India Private Limited

Email :tushar.upala@forretindia.com