Team Lead - Wealth Management (HNI) (Pune)

<\/b> <\/p> 1. Team Leadership & Management:<\/b> <\/li> - Lead, motivate, and mentor a team of Relationship Managers to achieve individual and team targets. <\/li> - Set performance goals, monitor progress, and provide feedback and coaching to team members to improve sales, service, and client relationship management. <\/li> - Foster a collaborative and high -performance culture within the team. <\/li> - Conduct regular team meetings to discuss performance, strategy, and client management best practices. <\/li><\/ul> - Client Relationship & Portfolio Management:<\/b> <\/li> - Oversee the teams management of HNI client portfolios, ensuring clients receive personalized, high -quality financial advice and services. <\/li> - Ensure the team delivers customized investment strategies, estate planning, tax, and retirement planning solutions to clients. <\/li> - Personally handle high -profile and complex client relationships, resolving issues, and providing strategic advice. <\/li> - Continuously assess and optimize client portfolios to align with evolving financial goals and market conditions. <\/li><\/ul> - Business Development & Revenue Growth:<\/b> <\/li> - Drive business development activities within the HNI segment, identifying new opportunities, expanding the client base, and increasing revenue. <\/li> - Encourage team members to generate leads, pursue new business opportunities, and maintain long -term client relationships. <\/li> - Develop and implement strategies to increase market penetration and client acquisition. <\/li> - Track and report on business development performance and client acquisition metrics. <\/li><\/ul> - Training & Development:<\/b> <\/li> - Provide ongoing training to Relationship Managers on wealth management products, financial planning strategies, and best practices. <\/li> - Help team members stay up -to -date on industry trends, market conditions, and regulatory changes. <\/li> - Lead by example in promoting a client -first mindset and exemplary service standards. <\/li><\/ul> - Operational Excellence:<\/b> <\/li> - Ensure the team adheres to internal processes, compliance guidelines, and industry regulations. <\/li> - Oversee client onboarding, portfolio reviews, and other operational processes to maintain efficiency and quality. <\/li> - Continuously improve workflows and internal procedures to enhance client satisfaction and operational efficiency. <\/li><\/ul> - Collaboration & Cross -functional Leadership:<\/b> <\/li> - Collaborate with other internal teams such as Investment Research, Product Specialists, Risk Management, and Compliance to deliver comprehensive wealth management solutions to clients. <\/li> - Ensure smooth communication between departments to enhance client service and resolve issues promptly. <\/li> - Work closely with senior leadership to align team goals with organizational objectives. <\/li><\/ul> - Market & Competitor Analysis:<\/b> <\/li> - Stay abreast of market trends, investment opportunities, and competitive offerings. <\/li> - Provide the team with regular updates on market dynamics, investment opportunities, and regulatory changes. <\/li> - Analyze competitors offerings to ensure the firms wealth management services remain competitive. <\/li><\/ul> - Reporting & Analytics:<\/b> <\/li> - Monitor and analyze key performance indicators (KPIs) for the team, including client retention, revenue growth, and portfolio performance. <\/li> - Prepare and present regular reports on the teams performance, key achievements, and challenges to senior management. <\/li> - Use data to drive decision -making and continuous improvement in team strategies. <\/li><\/ul><\/ol> <\/div><\/span> Requirements<\/h3> - Education:<\/b> <\/li> - Bachelors degree in finance, Business Administration, or related field (Master's degree or relevant certifications like CFA, CFP, or CWM is preferred). <\/li><\/ul> - Experience:<\/b> <\/li> - Minimum 12+ years of experience in wealth management or private banking, with at least 2+ years in a leadership or supervisory role. <\/li> - Proven experience in managing and growing relationships with high -net -worth individuals (HNI). <\/li> - Strong track record in business development, sales, and achieving revenue targets. <\/li><\/ul> - Key Skills:<\/b> <\/li> - Strong leadership, communication, and interpersonal skills. <\/li> - Excellent coaching, mentoring, and team -building abilities. <\/li> - Deep knowledge of wealth management products, investment strategies, tax and estate planning. <\/li> - Solid analytical and financial modeling skills. <\/li> - High level of professionalism, integrity, and discretion. <\/li> - Ability to work under pressure and .