Team Leader - Wealth Relationship Management

Intellectual Capital HR Consulting Pvt. Ltd.; Ahmedabad District; On-site; INR 1,400,000 - 2,200,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking an experienced Team Leader to head the wealth relationship management desk. The role focuses on mentoring a team of Wealth Relationship Managers to hit revenue targets and grow AUM.

You will drive client acquisition of HNI/UHNI segments, nurture existing relationships, and execute cross-selling strategies across mutual funds, PMS, AIFs, and other investment products. Compliance and governance remain a priority.

Qualifications

• 10+ years of experience in wealth management, private banking, or investment advisory with proven team management track record.
• Strong HNI/UHNI client acquisition experience and relationship-building skills.
• Ability to drive revenue, grow AUM and optimize cross-sell opportunities.

Responsibilities

• Lead, mentor and manage a team of Wealth Relationship Managers to achieve revenue targets.
• Drive growth by acquiring HNI and UHNI clients and expanding existing relationships.
• Monitor performance, productivity and sales effectiveness with regular reviews and coaching.
• Develop strategies to increase AUM and revenue generation across products.
• Build strong relationships with HNI/UHNI clients and provide investment solutions.
• Drive direct sales across mutual funds, PMS, AIFs, bonds, insured, equity and capital market products.
• Conduct portfolio reviews and identify cross-selling and upselling opportunities.
• Track market trends and competitor activity to identify opportunities while ensuring compliance.

Skills

Team leadership

Mentoring

Revenue targets

Wealth management

Relationship management

Cross-selling

Upselling

Client acquisition

Coaching

Job description

A wealth management firm is hiring a Team Leader for its wealth relationship management desk.

Key responsibilities:

• Lead, mentor and manage a team of Wealth Relationship Managers to achieve individual and team revenue targets
• Drive business growth through acquisition of new HNI and UHNI clients and expansion of existing relationships
• Monitor team performance, productivity and sales effectiveness through regular reviews and coaching
• Develop and implement strategies to increase AUM and revenue generation
• Build and maintain strong relationships with HNI and UHNI clients, understanding financial goals and providing investment solutions
• Drive direct sales across mutual funds, PMS, AIFs, bonds, structured products, insurance, equity and capital market products
• Conduct portfolio reviews and identify cross-selling and upselling opportunities
• Track market trends, competitor activity and investment opportunities
• Ensure compliance with regulatory guidelines and internal policies

Success metrics: team revenue targets, AUM growth, new HNI and UHNI client acquisition, client retention and team productivity improvement.

Candidate profile: 10+ years in wealth management, private banking, retail liabilities or investment advisory with proven team management experience and a strong HNI and UHNI acquisition track record.