About Risify Wealth

Risify Wealth is a technology-driven wealth management platform that simplifies investments through cutting-edge solutions and expert advisory. We offer a comprehensive suite of investment products, including Mutual Funds, Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Private Equity, Unlisted Shares, Real Estate, and Insurance. Our mission is to empower wealth managers, financial advisors, and investors with the tools and insights required to build long-term wealth.

Role Overview

We are looking for experienced Team Leads to manage and drive the performance of a team of Relationship Managers (RMs) while actively contributing to business growth. This is a playing captain role, requiring the incumbent to achieve individual business targets alongside leading and mentoring the team.

Key Responsibilities:
Individual Business Development (Playing Captain)
Generate individual business by acquiring and managing HNI, UHNI, and Family Office clients.
Drive AUM growth across Mutual Funds, PMS, and AIF products.




Achieve individual revenue and business targets.
Leverage an existing client network to expand business opportunities.
Team Leadership & Performance Management
Lead and mentor a team of Relationship Managers.
Set and monitor targets for:
AUM (Mutual Funds, PMS & AIF)
Revenue
Client onboarding
Broker onboarding and activation
Review daily and weekly performance metrics.
Conduct regular coaching, training, and performance reviews.
Product Distribution

Drive distribution of a wide range of investment solutions, including:
Mutual Funds
PMS & AIF
Fractional Real Estate
Global Real Estate
Startup Investments, Unlisted Shares & Pre-IPO Opportunities
Insurance Solutions
Revenue & Target Achievement
Deliver individual revenue and AUM targets.
Ensure consistent achievement of team revenue goals.
Support Relationship Managers in closing high-value prospects.
Monitor RM

📌 Team Lead Mumbai
🏢 Risify Wealth
📍 Mumbai