Team Lead – Client Financial Partner – Digital PMS/Wealth Management/Private Banking

Hireginie Talent Cloud Pvt Ltd; Karnataka; On-site; INR 1,500,000 - 3,000,000; Full time

Benefits offered by this job

Best in market compensation

Growth opportunities

Open door work culture

Job summary

A leading investment firm is seeking a Team Lead for their Client Financial Partner team in Bangalore. This role involves managing a team of investment specialists and driving sales for PMS and Mutual Fund products. Ideal candidates will have 7+ years of experience in financial sales, strong team management skills, and relevant certifications. A dynamic work environment with competitive compensation awaits.

Qualifications

• 7-13 years of relevant experience in Financial sales in PMS & Mutual Fund.
• Certification: NISM Mutual Funds & PMS Distributors certificates required.
• Proactive and self-driven leader who can motivate team members.

Responsibilities

• Lead a team of 10-15 Investment sales people.
• Drive sales targets and manage delivery.
• Train the team regularly on products and markets.

Skills

Team management experience

Excellent communication skills

Networking and stakeholder management skills

Detail oriented

Education

Graduate (MBA, CA, CFA, or CFP)

Job description

About the role

We are looking for enthusiastic go-getters to join the inbound business team with Our Client. In this role, you will work with high intent inbound clients with investments of 50 lakhs and above. You will lead a team of Investment Specialists who invest in Our Client’s PMS and MF investment strategies. You will also bear the responsibility of the deliverables of the team which are to acquire, develop and retain relationships with clients across India.

Job Details

Job Title: Team Lead_Client Financial Partner_Digital

Education: A Graduate (MBA or CA or CFA or CFP is definitely an asset)

Experience: 7-13 years of relevant experience in Financial sales in PMS & Mutual Fund sales experience (mandatory)

Location: Bangalore

Certification: NISM Mutual Funds & PMS Distributors certificates (required before joining)

Preferences: Local Candidates with relevant Experience and good Communication Skills

Working Days: Any 6 days Working as per the Requirement

Responsibilities

• Have a metric driven approach towards solving the sales funnel
• Maintain a deep understanding and technical knowledge of relevant products and services offered by Our Client
• Ensure Compliance with the applicable laws, regulations and organization’s guidelines
• Manage a 10-15 member team of Investment sales people
• Be responsible for the delivery of sales targets for the team
• Train the team regularly on products and markets
• Hand hold and resolve all operation related work for the team for better conversion
• Manage and build team cadence toward daily SOPs

Requirements

• Prior team management experience in sales
• Excellent communication skills
• Proactive, self-driven and detail oriented with strong networking and stakeholder management skills
• A leader who maintains a productive climate and confidently motivates, mobilizes and coaches team members to meet high performance standards
• Sound knowledge of financial services products and services

To Succeed

• Bring a high level of energy and enthusiasm to your role
• Dedicated to go the extra mile to achieve outstanding results
• Ability to thrive in a team-oriented environment
• Openness to change, embrace challenges, and continuously seek opportunities for growth and development
• Fresh perspectives and innovative thinking to solve problems

What You Can Expect

• A great work environment with high ownership and growth opportunities
• Best in market compensation and Incentives
• Work closely with the founding and the leadership team on key projects
• High talented team members to coordinate and work with
• Open door work culture
• Flat organizational structure
• Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team