RM Team Lead (India)

RM Team Lead (India)

03 Aug
|
MASTER MIND CONSULTANCY
|
India

03 Aug

MASTER MIND CONSULTANCY

India

Job Title : RM Team Lead

Experience : 8-12 Years

Location : Gurgaon

Roles & Responsibilities:

- Lead and mentor a team of Relationship Managers; conduct daily huddles and funnel reviews.

- Drive revenue delivery, advisory quality and team productivity.

- Join key HNI/UHNI client meetings and support RMs in closures.

- Review proposals and ensure compliance, CRM discipline and audit readiness.

- Collaborate with leadership to enhance client satisfaction and portfolio outcomes.

Requisites:
- Solid background in wealth management and HNI/UHNI client handling.

- Experience managing or mentoring Relationship Managers.

- Solid understanding of investment products (MF/PMS/AIF/Alternates).

- Excellent communication, coaching skills and process-oriented work style.

📌 RM Team Lead (India)
🏢 MASTER MIND CONSULTANCY
📍 India

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