Job Overview The Assistant Manager Team Leader is responsible for driving business growth, managing client portfolios, and supervising Relationship Managers to achieve branch-level business targets & objectives.

Key Responsibilities

- Acquire and manage HNI/UHNI client relationships.

- Drive Revenue and AUM for the team and achieve business targets

- Lead and mentor Relationship Managers.

- Drive branch revenue and AUM growth.

- Conduct portfolio reviews and advisory support.

- Monitor team productivity and sales performance.

- Ensure adherence to compliance and operational standards.

- Coordinate with product and research teams for client solutions.

- Ensure Multilayer customer relationship

- Must conduct and take sessions

- Maintain portfolio quality

Requirements

- MBA (Finance) / CA / CFA or equivalent.





- 5–9 years of experience in Wealth Management or Financial Services.

- Prior team handling experiences preferred.

- Robust leadership and client management skills.

Preferred Certifications

- NISM / AMFI certifications.

- CFA / CFP preferred.

KPIs, KRAs & Risk Focus

- Team revenue & topline achievement.

- AUM growth and retention.

- Team productivity and target achievement.

- Timely closure of client and operational requests.

- Achieve Cross-selling & Upselling targets.

- Risk and audit compliance.

- Prudent in client complaints and service delays/ Customer Satisfaction score

- Team Retention.

📌 Team Lead (Kochi)
🏢 THE Trinity International
📍 Kochi