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 recent opportunities, expanding the client base, and increasing revenue.
- Encourage team members to generate leads, pursue new 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 cl

📌 Team Lead (Delhi)
🏢 XpertReach
📍 Delhi