Wealth Management Team Lead - Relationship Manager (6-10 years only)

The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards.

Title: RM Team Lead

Location: Gurgaon

Education: Graduate

Experience: 6 - 10 Years

About the Role: The RM Team Lead will be responsible for managing a team of 46 Relationship Managers, ensuring high standards of advisory quality, productivity, compliance, and client satisfaction. This role combines people leadership with revenue oversight and hands-on client engagement.

Key Responsibilities:

1. Team Management & Productivity:

• Lead daily/weekly team huddles to review priorities and performance.
• Conduct sales funnel and pipeline reviews to track progress and identify gaps.
• Mentor and coach RMs on advisory skills, client engagement, and productivity.
• Drive consistent performance and team discipline.

2. Revenue Oversight & Client Engagement:

• Ensure team target achievement and revenue growth.
• Participate in key client meetings along with RMs for support and closures.
• Monitor individual and team-level KPIs.

3. Advisory Quality & Compliance

• Review and validate investment proposals and recommendations.
• Ensure strong CRM hygiene, documentation, and advisory execution.
• Maintain compliance with internal policies and regulatory requirements.

Requirements:

• 610 years of experience in wealth management.
• Minimum 2 years in a Team Lead / supervisory role.
• Proven people management and mentoring experience.
• Strong investment advisory and client-handling capability.
• Detail-oriented with a governance-first mindset.