Unit Counselor at Manzil HR Services
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Team Leader - Wealth - Bank (7-15 yrs)
Designation - Team Leader-Premier Wealth
Location - Mumbai
Reports to -- Regional Head (Wealth)
Reportees - 4-5 Premier Wealth Manager.
Job Responsibilities:
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.
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