Wealth Head - South Zone

Job Title:

Team Leader

Reports To:

Regional Head

Location/s:

Role Summary:

·      If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

·      The TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. (S)he would be a business manager as he would be responsible for P & L of his team.

·      Preferred Banking, Financial Services, Broking

·      Responsible for development and management  of respective zone teams, comprising Team Leaders, RMS

Responsibilities:

·         Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

·         Maintaining profitability targets by ensuring good IRR and cross sell

·         Identifying streams for revenue growth & developing business plans to build consumer preference

·         Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

·         Monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI

·         Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

·         Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

·         Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team

·         To ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

·         To ensure achievement of business and revenue targets attributed for the company.

·         Conduct performance reviews for effective monitoring and measuring of results.

Qualifications:

MBA/PGDM in Finance

Professional Certifications:

CFP, NISM, IRDA

Years of Experience:

·         8 – 12 years in Financial Industry pref. Broking/ Capital Markets

·         Should preferably have sales experience with bank-led/Private Wealth

·          Should have handled teams

Behavioral Competencies:

^·

About Company

Fisdom is a fintech company that provides a platform for wealth management and investment solutions. It focuses on offering personalized financial products such as mutual funds, insurance, and goal-based financial planning tools to help individuals build wealth and secure their financial future. Fisdom aims to make wealth management accessible to everyone through technology.

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