Team Leader - Wealth Relationship Management

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

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is recruiting a Team Leader for its Wealth Relationship Management desk in Jaipur. The role reports to the Regional Head / Wealth Head and leads a team of Wealth Relationship Managers to grow revenue and AUM.

The ideal candidate has a strong track record in HNI/UHNI client acquisition, deep knowledge of mutual funds, PMS, AIF and advisory products, and a proven ability to drive client retention and regulatory compliance across the team.

Qualifications

• Experience leading a wealth management team.
• Strong track record in HNI/UHNI client acquisition.
• Proven ability to meet revenue targets.
• Knowledge of mutual funds, PMS, AIF and advisory products.
• Understanding of regulatory compliance in wealth management.

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.