At Right Horizons, we value every individual and trust them to do the best for our clients. We support our people with well-designed products and knowledge resources, enabling them to understand and satisfy customer requirements better. In short, our vision extends to you and your career path, and we believe in growing together.

About the Role

As a Team Lead Wealth Management / City Lead, you will be responsible for driving business growth, managing a team of wealth management professionals, and ensuring high standards of client service. The role demands a strategic approach to portfolio management, client acquisition, regulatory compliance, and team development while achieving sales and profitability targets.

Key Responsibilities

Core Responsibilities

Lead and mentor a team of Wealth Managers to achieve business objectives. Develop and execute sales strategies to acquire current clients and expand the client base. Ensure effective client relationship management by providing personalized wealth solutions. Oversee investment portfolio structuring, financial planning,



and risk assessment. Ensure adherence to SEBI, RBI, AMFI and other regulatory compliance requirements.

Leadership Competencies Team Management:

Mentor and coach, the team to enhance performance and professional growth. Business Development Sales Strategy: Drive revenue growth through sales planning and execution. Strategic Thinking Decision Making: Analyze financial markets, assess risks, and implement investment strategies.

Functional Competencies Portfolio Management:

Guide clients on asset allocation, diversification, and portfolio optimization. Analytical Problem-Solving Skills: Utilize data-driven insights for financial decision-making. Digital Technological Proficiency: Leverage financial tools, CRM software, and wealth management platforms. Domain Certifications: Maintain industry certifications to uphold domain expertise.

Behavioural Competencies

Communication Presentation: Clearly articul

📌 WEALTH MANAGER (Mumbai)
🏢 Right Horizons
📍 Mumbai