HR Associate at Manzil HR Services
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Territory Head - Wealth (7-18 yrs)
Designation - Territory Head_WEALTH.
Location - MUMBAI/PUNE/KOLKATA
Reports To - Regional Head(Wealth)
Reportees - TL-Premier wealth/Sr.TL-Premier Wealth
Job Responsibilities:
I. Estimating, Forecasting and tracking of sales & revenue numbers
II. Develop and manage relationships with Emerging Affluent clients
III. Provide investment products and services in line with their financial needs & objectives
IV. Meet the Revenue targets for assigned team
V. Proposing Asset allocation/Portfolio maintenance/Review of portfolio
Team Management :
I. Handling The team of 6-7 Units of Team Leader & Sr Team Leader who's Handling the team of Premier Wealth Manager
II.Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity
III.Have sales hurdle with the team & make sure a continuous interaction is carried among the team members & solve all related problems of the TLs
IV. Ensure regrettable attrition is under control
V. Coach & train Of Team Leader for all responsibilities
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