Team Lead Wealth Management

We're Hiring | Team Lead Wealth Management Locations: Pune | Ahmedabad | Kolkata Experience: 812 Years My client is looking for an experienced Team Lead Wealth Management to lead a high-performing team of Relationship Managers while driving business growth across the HNI and affluent client segment. This is an excellent opportunity for a leader who combines strong client advisory capabilities with a proven ability to build teams, grow Assets Under Management (AUM), and deliver exceptional client outcomes. What you'll do: Lead, coach, and develop a team of Wealth Relationship ManagersDrive AUM growth, revenue, and product penetration across HNI portfoliosAcquire and deepen relationships with HNI clients through referrals and local networksDeliver holistic wealth solutions across Mutual Funds, Insurance, and other investment productsMonitor team productivity, ensure superior client servicing, and maintain regulatory compliance We're looking for: 812 years of experience in Wealth Management, Private Banking, Broking, AMC, or Financial Advisory Proven success in managing HNI/affluent client portfolios and achieving AUM & revenue targets Prior experience leading Relationship Managers and building high-performing teams Strong knowledge of financial markets, investment products, and client advisory NISM & IRDA certifications are mandatory Why consider this opportunity Lead a high-impact wealth management team in a growth marketWork with a strong portfolio of wealth products and advisory solutionsAccelerate your leadership career while making a meaningful impact on client wealth creation If you're passionate about leading teams, building trusted client relationships, and driving wealth growth, I'd love to connect. Please share your profile or tag someone who would be a great fit. .