01Overview
Team Manager - Wealth Product Distribution B2B Department - Wealth Management / Distribution Reports To - Regional Manager / Branch Head Location - Ahmedabad, Gujarat Job Summary
We are seeking a results-driven and client-focused Team Leader for Wealth Product Distribution to lead a team of relationship managers and advisors in driving sales of wealth and investment products. The role involves team management, revenue generation, Partner acquisition, and ensuring regulatory compliance while delivering superior customer experience. Key Responsibilities
Team Leadership & Sales Management
Lead, mentor, and motivate a team of Wealth Relationship Managers / Advisors.
Drive achievement of team sales targets and revenue goals.
Monitor daily sales activities, productivity, and pipeline management.
Conduct regular performance reviews and coaching sessions.
Develop action plans to improve team performance and market penetration.
Wealth Product
Distribution
Promote and distribute wealth management products including - Mutual Funds, PMS/AIF, Bonds & Fixed Income Products, Insurance Products, Structured Products, Equity & Investment Solutions
Identify suitable investment opportunities based on client profiles and risk appetite.
Ensure cross-selling and upselling opportunities across Distributor customer portfolios.
Distributor Relationship
Management
Acquire and manage Quality Distributors.
Build long-term relationships through financial planning and advisory support.
Regular Meeting with Distributor.
Resolve escalations and ensure high levels of Partner satisfaction.
Business
Development
Develop new business opportunities through referrals, networking, and market outreach.
Build partnerships with internal and external stakeholders.
Track market trends, competitor activities, and investment opportunities. Compliance & Risk Management
Ensure adherence to regulatory and internal compliance guidelines.
Maintain accurate documentation and audit readiness.
Ensure ethical selling practices and suitability norms.
Key Performance
Indicators
Revenue generation
AUM (Assets Under Management) growth
Partner acquisition and retention
Team productivity
Cross-sell ratio
Compliance adherence Required Qualifications
Bachelors degree in Finance, Commerce, Business Administration, or related field.
MBA / PGDM in Finance preferred.
Certifications such as NISM, AMFI, IRDA, or CFP preferred.
Experience Required
10 -15 years of experience in Wealth Management, Investment Advisory, or Financial Product Distribution.
Minimum 23 years in team handling or leadership role.
Strong understanding of investment and wealth products.
Required
Skills
Leadership and team management
Sales and relationship management
Financial advisory and investment knowledge
Communication and negotiation skills
Analytical and problem-solving abilities
Target-oriented and customer-focused approach Preferred Candidate Profile
Strong network within B2B Financial Product segment.
Proven track record in achieving sales targets.
Ability to work in a fast-paced and competitive environment.
Strong interpersonal and presentation skills. Compensation
Competitive fixed salary
Performance-linked incentives
Additional benefits as per company policy
