Team Leader - Wealth - B2C

Description :

Role : Team Leader | Wealth (B2C)

Job Summary

We are seeking an experienced and highly motivated Team Leader | Wealth (B2C) to manage and lead the B2C wealth team in Mumbai for a prominent Hiring Partner in the Asset Management / Financial Services industry. This leadership role demands a "leading from the front" approach, expert networking skills, and a strong focus on team development. The successful candidate will drive aggressive HNI / Ultra HNI acquisition and ensure the team consistently achieves business and revenue targets across a diverse mix of sophisticated wealth products.

Primary Responsibility & Core Functions

Team Leadership and Development :

• Manage the entire B2C team in Mumbai, focusing on strategic guidance and ensuring the comprehensive talent development and professional growth of all team members.
• Provide Leadership by leading from the front, setting performance benchmarks, and actively participating in key client activities.
• Act as a Team Lead / Network Manager, overseeing team performance, conducting necessary training, and fostering a high-performance sales culture.

Business Target Achievement and Sales :

Client Acquisition and Service Excellence :

Required Skills & 5+ years of progressive experience in Wealth Management or Financial Services.

Leadership Skills : Proven experience in Team Handling, Team Leader, and Team Management roles.

Core Competency : Must possess strong Networking capabilities and be Self Motivated.

Product Knowledge : Strong, demonstrable knowledge of specialized wealth products, including Mutual Fund sales, PMS, and AIF.

Client Segment : Extensive experience dealing with Wealth, HNI, and Ultra HNI client segments.

Industry : Background in Asset Management / Financial Services industry type.

Education & Functional Details

Education : PG / Master degree is required.

Industry Type : Asset Management / Financial Services

Function : Team Lead / Network Manager

(ref : iimjobs.com)