Team Lead

Analah Capital; Mumbai; On-site; INR 2,500,000 - 4,000,000; Full time

Benefits offered by this job

Competitive salary

Strong performance incentives

Job summary

Risify Wealth is seeking an experienced Team Lead to manage a team of Relationship Managers and drive individual and collective revenue growth. You will lead by example, mentor RMs, and push multi-product distribution across MF, PMS, AIF, and real estate offerings.

The role requires strong leadership, a deep understanding of wealth products, and a track record of achieving targets. AUM growth and client onboarding expertise are essential.

Qualifications

• 5–10 years of experience in wealth distribution or channel sales.
• 25 years of experience in team handling (RMs / channel teams).
• Strong leadership, communication, and execution skills.
• Strong understanding of MF, AIF, PMS, unlisted shares, real estate.

Responsibilities

• Generate individual business by acquiring and managing HNI, UHNI, and Family Office clients; drive AUM growth across MF, PMS, AIF.
• Lead and mentor a team of Relationship Managers; set and monitor targets for AUM, revenue, onboarding, and broker activation; conduct coaching and reviews.
• Drive distribution of investments including Mutual Funds, PMS, AIF, real estate products, startup investments, unlisted shares and insurance solutions.
• Deliver revenue and AUM targets; support RMs in closing high-value opportunities; monitor RM-wise and partner-wise performance.
• Train RMs and partners on product knowledge and sales strategies; ensure adherence to best practices.

Skills

Team leadership

Relationship management

Channel sales

Wealth distribution

Education

Bachelor's in Marketing/Finance/Business Admin

Masters or professional qualifications preferred

Job description

About Risify Wealth

Risify Wealth is a technology-driven wealth management platform that simplifies investments through innovative solutions and expert advisory. We offer a comprehensive suite of investment products, including Mutual Funds, Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Private Equity, Unlisted Shares, Real Estate, and Insurance. Our mission is to empower wealth managers, financial advisors, and investors with the tools and insights required to build long-term wealth.

Role Overview

We are looking for experienced Team Leads to manage and drive the performance of a team of Relationship Managers (RMs) while actively contributing to business growth. This is a playing captain role, requiring the incumbent to achieve individual business targets alongside leading and mentoring the team.

Key Responsibilities

1. Individual Business Development (Playing Captain)

• Generate individual business by acquiring and managing HNI, UHNI, and Family Office clients.
• Drive AUM growth across Mutual Funds, PMS, and AIF products.
• Achieve individual revenue and business targets.
• Leverage an existing client network to expand business opportunities.

2. Team Leadership & Performance Management

• Lead and mentor a team of Relationship Managers.
• Set and monitor targets for:
• AUM (Mutual Funds, PMS & AIF)
• Revenue
• Client onboarding
• Broker onboarding and activation
• Review daily and weekly performance metrics.
• Conduct regular coaching, training, and performance reviews.

3. Product Distribution

Drive distribution of a wide range of investment solutions, including:

• Mutual Funds
• PMS & AIF
• Fractional Real Estate
• Global Real Estate
• Startup Investments, Unlisted Shares & Pre-IPO Opportunities
• Insurance Solutions

4. Revenue & Target Achievement

• Deliver individual revenue and AUM targets.
• Ensure consistent achievement of team revenue goals.
• Support Relationship Managers in closing high-value opportunities.
• Monitor RM-wise and partner-wise business performance.

5. Training & Capability Building

• Train Relationship Managers and partners on product knowledge and sales strategies.
• Improve team capability through continuous coaching and mentoring.
• Ensure adherence to best sales practices and client servicing standards.

Experience

• 5 to 10 years of experience in:
• Wealth distribution / channel sales
• 25 years of experience in team handling (RMs / channel teams)
• Strong understanding of: MF, AIF, PMS, unlisted shares, real estate
• Strong leadership, communication, and execution skills

Qualifications and Skills Education

• Bachelors degree Marketing, Finance, Business Administration, or a related field.
• Masters degree or professional qualifications preferred.

Good to Have

• Existing book of clients
• Experience in multi-product distribution platforms
• NISM certifications

Compensation & Benefits

Competitive salary + strong performance incentives