Key Responsibilities:

1. Team Leadership & Management:

- Lead, motivate, and mentor a team of Relationship Managers to achieve individual and team targets.

- Set performance goals, monitor progress, and provide feedback and coaching to team members to improve sales, service, and client relationship management.

- Foster a collaborative and high-performance culture within the team.

- Conduct regular team meetings to discuss performance, strategy, and client management best practices.

- Client Relationship & Portfolio Management:

- Oversee the team’s management of HNI client portfolios, ensuring clients receive personalized, high-quality financial advice and services.

- Ensure the team delivers customized investment strategies, estate planning, tax, and retirement planning solutions to clients.

- Personally handle high-profile and complex client relationships, resolving issues, and providing strategic advice.

- Continuously assess and optimize client portfolios to align with evolving financial goals and market conditions.

- Business Development & Revenue Growth:

- Drive business development activities within the HNI segment, identifying new opportunities, expanding the client base, and increasing revenue.

- Encourage team members to generate leads, pursue new business opportunities, and maintain long-term client relationships.

- Develop and implement strategies to increase market penetration and client acquisition.

- Track and report on business development performance and client acquisition metrics.

- Training & Development:





- Provide ongoing training to Relationship Managers on wealth management products, financial planning strategies, and best practices.

- Help team members stay up-to-date on industry trends, market conditions, and regulatory changes.

- Lead by example in promoting a client-first mindset and exemplary service standards.

- Operational Excellence:

- Ensure the team adheres to internal processes, compliance guidelines, and industry regulations.

- Oversee client onboarding, portfolio reviews, and other operational processes to maintain efficiency and quality.

- Continuously improve workflows and internal procedures to enhance client satisfaction and operational efficiency.

- Collaboration & Cross-functional Leadership:

- Collaborate with other internal teams such as Investment Research, Product Specialists, Risk Management, and Compliance to deliver comprehensive wealth management solutions to clients.

- Ensure smooth communication between departments to enhance client service and resolve issues promptly.

- Work closely with senior leadership to align team goals with organizational objectives.

- Market & Competitor Analysis:

- Stay abreast of market trends, investment opportunities, and competitive offerings.





- Provide the team with regular updates on market dynamics, investment opportunities, and regulatory changes.

- Analyze competitors’ offerings to ensure the firm’s wealth management services remain competitive.

- Reporting & Analytics:

- Monitor and analyze key performance indicators (KPIs) for the team, including client retention, revenue growth, and portfolio performance.

- Prepare and present regular reports on the team’s performance, key achievements, and challenges to senior management.

- Use data to drive decision-making and continuous improvement in team strategies.

Requirements

- Education:

- Bachelor’s degree in finance, Business Administration, or related field (Master's degree or relevant certifications like CFA, CFP, or CWM is preferred).

- Experience:

- Minimum 12+ years of experience in wealth management or private banking, with at least 2+ years in a leadership or supervisory role.

- Proven experience in managing and growing relationships with high-net-worth individuals (HNI).

- Robust track record in business development, sales, and achieving revenue targets.

- Key Skills:

- Strong leadership, communication, and interpersonal skills.

- Excellent coaching, mentoring, and team-building abilities.

- Deep knowledge of wealth management products, investment strategies, tax and estate planning.

- Strong analytical and financial modeling skills.

- High level of professionalism, integrity, and discretion.

- Ability to work under pressure and manage multiple priorities.

📌 Team Lead - Wealth Management (HNI) (Pune)
🏢 XpertReach
📍 Pune