Location: Bangalore
Experience: 8 - 12 Years
Qualification: Graduate
Role & responsibilities
Lead, coach, and manage the RM team to achieve AUM and revenue targets.
Drive sales conversions, pipeline reviews, and daily performance tracking.
Manage hiring, onboarding, training, and performance evaluation.
Monitor team productivity, P&L;, incentives, and lead allocation.
Drive lead reactivation campaigns and improve conversion rates.
Handle senior-level client escalations and strategic HNI closures.
Maintain CRM discipline and ensure compliance with SEBI norms.
Must-Have Requirements:
8 - 12 years of experience in Wealth Management, Private Banking, Broking, or AMC Distribution.
Minimum 4 years of direct sales team leadership experience.
Active and verifiable NISM Series XXI-A (Portfolio Managers Examination) certification.
Robust knowledge of PMS, AIFs, Mutual Funds, and Structured Products.
Proven track record of achieving team AUM/revenue targets and managing HNI clients.
Solid leadership, analytical, and stakeholder management skills.
Valuable to Have: CFA, CFP, or experience in lead reactivation and sales enablement tools.