Team Leader - Wealth Relationship Management

Intellectual Capital HR Consulting Pvt. Ltd.; Lucknow; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Team Leader for its Wealth Relationship Management desk in Lucknow. The role reports to the Regional Head / Wealth Head and focuses on guiding a team to meet revenue targets.

Responsibilities include acquiring HNI/UHNI clients, expanding relationships, and ensuring regulatory compliance while deepening advisory services across funds and wealth products.

Qualifications

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

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

Skills

Team leadership

Wealth management

HNI acquisition

AUM growth

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.