Team Leader

Voptimum Future; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Voptimum Future in Mumbai seeks a Team Leader to steer a team of Relationship Managers, driving wealth management solutions for high-net-worth clients.

You will coach, mentor and conduct regular performance reviews while supporting up-selling mutual fund products through strong client relationships. This role sits within a leading asset management context, offering growth opportunities in a high-performing sales team.

Qualifications

• Minimum 5 years of experience in wealth management.
• Proven ability to lead and develop sales teams.
• Strong relationship management with HNI clients.

Responsibilities

• Manage a team of Relationship Managers.
• Assist RMs in up-selling mutual fund products to HNI clients.
• Conduct regular feedback and performance review sessions with the team.
• Coach and mentor the sales team to achieve targets.

Job description

Position Title: Team Leader

Key Accountabilities

• 1. To manage a team of Relationship Managers
• 2. To help RMs for up sale of MF products to HNI Clients
• 3. Regular feedback & review sessions with the team
• 4. To coach & mentor the sales team

Role Category: Trading, Asset & Wealth Management

Skills highlighted with ‘‘ are preferred keyskills

Leading Asset Management Company(AMC) / Mutual Funds Company

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