Team Leader, Wealth Relationship Management

Position: Team Leader – Wealth Relationship Management

Location: Gurgaon

Department: Wealth Management

Reporting To: Regional Head / Wealth Head

About the Role

We are seeking an experienced and result-oriented Team Leader – Wealth Relationship Management to lead a team of Wealth Relationship Managers and drive revenue growth through the acquisition, management, and expansion of High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) client relationships.

The role requires robust leadership capabilities, wealth product expertise, and a proven track record in direct sales and advisory of investment products such as Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, and other wealth management solutions.

Key Responsibilities

Team Leadership & Business Development

- Lead, mentor, and manage a team of Wealth Relationship Managers to achieve individual and team revenue targets.
- Drive business growth through acquisition of new HNI/UHNI clients and expansion of existing client relationships.
- Monitor team performance, productivity, and sales effectiveness through regular reviews and coaching.
- Develop and implement strategies to increase Assets Under Management (AUM) and revenue generation.
- Ensure achievement of monthly, quarterly, and annual business targets.

Client Relationship Management
- Build and maintain strong relationships with HNI/UHNI clients.
- Understand client financial goals and provide suitable investment solutions.
- Conduct portfolio reviews and identify cross-selling and up-selling opportunities.
- Deliver a superior client experience through proactive engagement and relationship management.

Wealth Product Sales & Advisory




- Drive direct sales of wealth management products including:
- Mutual Funds
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIFs)
- Bonds and Fixed Income Products
- Structured Products
- Insurance Solutions
- Equity and Capital Market Products
- Provide market insights and investment recommendations aligned with client objectives.
- Ensure product suitability and adherence to regulatory requirements.

Business Strategy & Compliance
- Track market trends, competitor activities, and investment opportunities.
- Ensure compliance with regulatory guidelines and internal policies.
- Maintain high standards of client documentation and process adherence.
- Collaborate with product, research, and operations teams to deliver comprehensive wealth solutions.

Desired Candidate Profile

Experience

- 10 plus years of experience in Wealth Management, Private Banking, Retail Liabilities, or Investment Advisory.
- Proven experience managing a team of Wealth Relationship Managers.
- Strong experience in selling Mutual Funds, PMS, AIFs, and other investment products.
- Demonstrated track record of achieving revenue and AUM targets.

Key Skills
- Wealth Management
- Relationship Management
- HNI & UHNI Client Acquisition
- Mutual Funds
- PMS
- AIF
- Investment Advisory
- Portfolio Management
- Team Management
- Financial Planning
- Capital Markets
- Cross-selling
- Business Development
- Client Retention
- Revenue Generation

Success Metrics
- Achievement of team revenue targets.
- Growth in Assets Under Management (AUM).
- Acquisition of new HNI/UHNI clients.
- Client retention and relationship deepening.
- Team productivity and performance improvement.
- Seniority Level Mid-Senior level

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