Team Leader - Wealth Relationship Management

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

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Team Leader for its wealth relationship management desk in India. The role will guide a team of Wealth Relationship Managers to meet revenue targets and expand relationships with high-net-worth clients.

The candidate should have 10+ years in wealth management or related advisory roles, with a proven track record in acquiring HNI/UHNI clients and driving portfolio growth while ensuring regulatory compliance and high service standards.

Qualifications

• 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.

Responsibilities

• Lead, mentor and manage a team of Wealth Relationship Managers to achieve 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.

Skills

Team leadership

Relationship management

Sales target achievement

Mentoring

Portfolio reviews

Business development

Coaching

HNI/UHNI client acquisition

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.