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