Job Description

Role: - President/ Team Leader - Wealth Management Business
About the Role
As a Team Leader for Relationship Managers, we are seeking an accomplished and client-centric professional from the Private Wealth industry with around 15+ years of experience. The role's core objective is to hire talent, lead and inspire the Wealth Management sales team, driving performance through strategic direction, collaborative leadership, and a strong focus on client satisfaction and regulatory compliance. By fostering a culture of growth, building long-term client relationships, and implementing innovative business strategies, you will empower clients to make informed investment decisions that enhance their wealth--while contributing to the overall growth and success of our organization.
Key Responsibilities

• Overall new AUM growth in line with the objective laid down by the company.

• Managing Individual & team P&L.

• To Develop the strategic plan for Wealth Management to meet business objectives.

• Monitor and analyze performance metrics including manpower productivity and suggest/ implement improvements

• To meet the Business/sales targets for the region on monthly, quarterly and annual basis.

• To do timely appraisal / review of performance of team in the region.

• Supervise Wealth Managers in the growth, acquisition, and retention of high net worth clients

• Conduct regular portfolio reviews and risk assessments.

• Stay updated on market trends, financial products, and regulatory changes.

Team Leadership & Development

• Lead a team of Relationship Managers (10-15 members), providing direction, mentorship, and performance management.

• Foster a collaborative, high-performance team culture with a focus on individual and collective growth.

• Recruit, train, and groom team members, ensuring strong succession planning for key positions.

• Regularly review and appraise team performance to ensure achievement of goals.

• Develop a strong team through effective recruitment, training and grooming potential for succession planning of key positions.

Requirements
Education & Certifications

• Post Graduate with MBA / Professional Certification

• Knowledge of Financial products & Capital markets is essential.

Experience: - 15+ years
Location: - Mumbai, Delhi, Bangalore, Kolkata, Ahmedabad & Indore.
Compliance

• Responsible to ensure all activities are in adherence as per Compliance framework

• NISM Certification

Roles

• Team player

• Good interpersonal & communication skills

Skills Required