Team Leader - Wealth Relationship Management

Intellectual Capital HR Consulting Pvt. Ltd.; Khordha; On-site; INR 1,600,000 - 2,300,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd., acting through its wealth management client in India, seeks a Team Leader for the Wealth Relationship Management desk. The role reports to the Regional Head / Wealth Head and leads a team of Relationship Managers to achieve revenue targets.

You will drive HNI/UHNI client acquisition, deepen relationships across mutual funds, PMS, AIF and advisory products, monitor performance and ensure regulatory compliance and advisory quality.

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

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.