Team Lead

Job Role: Team Lead Financial Planners

Reports to: Management / Directors

Experience: 3 7 Years (Min. 2 years in a supervisory/leadership role)

Core Objective:

To lead a team of financial planners in delivering world-class advice, ensuring operational rigour, and driving business growth through technical excellence.

Key Responsibilities

1. Technical Leadership Plan Approval
- Quality Assurance: Review and approve complex financial plans, ensuring accuracy in direct equity, insurance, and tax forecasting before delivery.
- Goal Stewardship: Monitor the lifecycle of client goals, ensuring that review meetings and action plans are executed on schedule as per timelines.
- Expert Advisory: Serve as the internal subject matter expert on Financial Planning, Estate planning, Risk management, and Investment strategies.

2. Team Performance Accountability
- Performance Metrics: Track and report on "Meeting Cadence" and "Goal Review (GR) Meeting Percentages."
- Discipline Ethics: Set the standard for punctuality and professional ethics.



Address team underperformance immediately with decisive corrective actions.
- Smart Delegation: Assign client cases and tasks based on team member performance metrics and skill levels.

3. Business Growth CRM Management
- Conversion Tracking: Monitor the sales funnel from prospect to client conversion, ensuring the team maintains high engagement.
- Data Integrity: Enforce strict usage of Zoho CRM AI and other applications for real-time tracking of business potential and workflow status.
- Reporting: Prepare monthly reports on plan completion metrics and business potential.

4. Talent Development
- Onboarding: Oversee the technical onboarding of current planners to get them "client-ready" quickly.
- Mentorship: Foster a high-performance culture through weekly technical discussions, quizzes, and quarterly training modules.
- Process Innovation: Proactively identify inefficiencies in the planning workflow and implement streamlined sol

📌 Team Lead (Bengaluru)
🏢 Dilzer Consultants
📍 Bengaluru