Team Lead - Wealth Management (7-15 Yrs) Bangalore/Pune/Mumbai/Delhi (BFSI Sales)

About Our Client: Client is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.- Job Title: Team Lead- Location: Bangalore, Pune, Mumbai, Delhi- Education: Bachelor s Degree- Experience: Minimum 7 Years of experience into wealth management/sales.- Certifications Required: NISM Mutual Funds & PMS Distributors certificates- Working Days: Any 6 days as per requirementAbout the role : We are looking for professionals from wealth management background who have an entrepreneurial mindset to join our business team at Company in a team management role. You would be responsible for actively acquiring clients along with building a team of client partners who you coach and mentor to become strong relationship management. You and your team would work with HNI/UHNI clients. You will be responsible for helping users understand and to help them invest with CompanyResponsibilities:- Build a client base of HNI/UHNI Clients- Provide financial solutions to clients basis their goals- Cultivate and maintain strong relationships with existing clients and proactively identify opportunities to expand services and deepen client engagement.- Actively increase the client base- Be responsible for AUM for your team- Conduct thorough financial analyses to assess clients current financial situations, including income, expenses, assets, liabilities, and risk exposures- Share regular communications with clients regarding market updates- Provide guidance to team members to help them achieve their goals and take responsibility for the outcomes.Requirements:- 7 years of sales experience in financial services like wealth firms, banks, AMCs- Have excellent communication skills- Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability- Have ability to perform in target driven environment- Follow Company s guidelines and compliance needs- Ability to explain complex investment methodology to clients in simple terms- High ownership and strong stakeholder management skills (both internal and external)- Be able to hire, train, coach and mentor a teamTo succeed in this role:- Have an entrepreneurial mind-set and a high risk appetite- Be dedicated to go the extra mile to achieve outstanding results- Have the ability to thrive in a team-oriented environment- Have the openness to change, embrace challenges, and continuously seek opportunities for growth and development- Have a fresh perspective and innovative thinking to solve problemsAbout Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all. (ref:updazz.com)

Payroll Type : Permanent