A wealth management firm is hiring a Team Leader for its wealth relationship management desk.

Key responsibilities:
Lead, mentor and manage a team of Wealth Relationship Managers to achieve individual and team revenue targets
Drive business growth through acquisition of new HNI and UHNI clients and expansion of existing relationships
Monitor team performance, productivity and sales effectiveness through regular reviews and coaching
Develop and implement strategies to increase AUM and revenue generation
Build and maintain solid relationships with HNI and UHNI clients, understanding financial goals and providing investment solutions
Drive direct sales across mutual funds, PMS, AIFs, bonds, structured products, insurance, equity and capital market products




Conduct portfolio reviews and identify cross-selling and upselling opportunities
Track market trends, competitor activity and investment opportunities
Ensure compliance with regulatory guidelines and internal policies

Success metrics: team revenue targets, AUM growth, recent HNI and UHNI client acquisition, client retention and team productivity improvement.

Candidate profile: 10+ years in wealth management, private banking, retail liabilities or investment advisory with proven team management experience and a solid HNI and UHNI acquisition track record.

📌 Team Leader Wealth Relationship Management Haryana (India)
🏢 Intellectual Capital HR Consulting
📍 India