Team Leader - Wealth Management - Mutual Fund/Insurance (5-10 yrs)
Opening with leading company for role of Team Leader-Wealth Managers.
Location-Mumbai
Experience -Minimum 6yrs of experience required
Team handling experience is mandatory for this role.
Job description-
Key Responsibilities includes
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
Skills & Knowledge required :
- Team Handling
- Required strong Knowledge of Mutual Funds,Life Insurance,Structured Products
If interested kindly share your resumes
For further details feel free to connect 9890222975
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