Sales Leader Portfolio Management Wealth

Hireginie Talent Cloud; Hyderabad, Bengaluru; Vor Ort; INR 2.500.000 - 4.000.000; Vollzeit

Zusammenfassung

Hireginie Talent Cloud in Bengaluru is seeking a Sales Leader for Portfolio Management Services (wealth). You will lead the RM team to achieve AUM and revenue targets, drive conversions, and oversee hiring, onboarding, and performance reviews while maintaining SEBI compliance and CRM discipline.

Requirements include 8–12 years in Wealth Management or related fields, at least 4 years of direct sales leadership, and an active NISM Series XXI‑A certification.

Qualifikationen

• 8–12 years of experience in Wealth Management or related fields.
• Minimum 4 years of direct sales team leadership experience.
• Active NISM Series XXI-A certification.
• Strong knowledge of PMS, AIFs, mutual funds and structured products.

Aufgaben

• 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.

Kenntnisse

Wealth management

Team leadership

Sales management

NISM XXI-A

CRM discipline

Ausbildung

Graduate

Tools

CRM tools

Jobbeschreibung

Job Title: Sales Leader Portfolio Management Services -wealth

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.
• Strong knowledge of PMS, AIFs, Mutual Funds, and Structured Products.
• Proven track record of achieving team AUM/revenue targets and managing HNI clients.
• Strong leadership, analytical, and stakeholder management skills.

Good to Have:

CFA, CFP, or experience in lead reactivation and sales enablement tools.