Team Leader Private Client Group

Bengaluru - India

Monthly Salary: Not Disclosed

Posted on: 10 hours ago

Vacancies: 1 Vacancy

Job Summary

Key Responsibilities:

Achieve team revenue targets and growth objectives

Build and develop a high-performing sales team

Recruit hire and train new sales team members

Conduct performance reviews and provide coaching and feedback

Qualification:

Education/Certifications: Post Graduate Preferred

Preferred Qualifications: NCFM AMFI IRDA

Required Skills and Experience:

Minimum 5 years of experience in financial services with at least 1-2 years in a leadership role.

Proven ability to build and maintain strong trust-based relationships with clients understanding their investment goals and delivering tailored solutions.

Sound understanding of financial markets investment and wealth management products like IAP Mutual Funds PMS AIFs insurance and bonds.

Ability to identify opportunities for cross-selling various financial products such as Equity Basket SIP Mutual Fund PMS and Insurance.

Excellent communication and interpersonal skills.

Key Responsibilities: Achieve team revenue targets and growth objectives Build and develop a high-performing sales team Recruit hire and train new sales team members Conduct performance reviews and provide coaching and feedback Qualification: Education/Certifications: Post Gra...