Investment Advisory Team Lead

Urgent Mandate : Team Lead – Virtual Relationship Manager (Broking Industry)

Location : Thane, Mumbai (On-site)

CTC : Up to ₹18 LPA

Organization : Reputed Broking & Investment Services Company

Candidates from Broking, Insurance or Banking those who are curretly managing virtual relationship along with team should only apply. Local candidates only. Relocation would not be allowed.

About the Role

We are looking for a dynamic Team Lead – Virtual Relationship Manager (VRM) to manage and mentor a team of Virtual Relationship Managers handling equity & investment advisory for retail and affluent clients. The role involves driving business performance, guiding the team on client engagement, and ensuring superior customer experience through digital / tele engagement.

This position is ideal for someone who is passionate about capital markets, enjoys leading teams, and can drive sales through advisory excellence.

Key Responsibilities

• Lead and manage a team of Virtual Relationship Managers handling equity / investment clients through phone, video calls, email, and digital channels.
• Drive account activation, brokerage revenue, cross-sell, and client satisfaction targets.
• Review team performance metrics and ensure achievement of business KPIs (broking, SIPs, mutual funds, insurance, wealth products).
• Support team in resolving escalations and closing high-value investment opportunities.
• Ensure regulatory compliance with SEBI / Exchange norms and internal audit requirements.
• Conduct daily huddles, coaching sessions, and skill-building training for the team.
• Monitor client portfolio activity, track market movements, and enable informed advisory calls.

Requirements