Key Responsibilities:
- 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 current 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
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📌 Team Lead (Bengaluru)
🏢 XpertReach
📍 Bengaluru