Team Leader - Wealth Relationship Management

Intellectual Capital HR Consulting Pvt. Ltd.; Hyderabad; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. Hyderabad-based wealth management firm seeks a Team Leader for its Wealth Relationship Management desk. You will lead a team of Wealth Relationship Managers to hit revenue targets, grow business with HNI/UHNI clients, and deepen relationships across funds and advisory products. The role requires proven leadership and a strong personal track record in wealth acquisition.

Qualifications

• Experience leading wealth management teams.
• Strong track record with HNI/UHNI client acquisition.
• Knowledge of mutual funds, PMS, AIF and advisory products.

Responsibilities

• Lead, mentor and manage a team of Wealth Relationship Managers to achieve revenue targets.
• Drive business growth through acquisition of new HNI/UHNI clients and expansion of existing relationships.
• Monitor team performance, productivity and client retention.
• Deepen client relationships across mutual funds, PMS, AIF and investment advisory products.
• Ensure advisory quality, suitability and regulatory compliance across the team.

Job description

A wealth management firm is hiring a Team Leader for its Wealth Relationship Management desk, reporting to the Regional Head / Wealth Head.

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 / UHNI clients and expansion of existing relationships
• Monitor team performance, productivity and client retention
• Deepen client relationships across mutual funds, PMS, AIF and investment advisory products
• Ensure advisory quality, suitability and regulatory compliance across the team

Success metrics:

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

We are looking for proven team leadership alongside a strong personal HNI / UHNI acquisition track record and demonstrated AUM and revenue achievement.