Acquire HNI / UHNI clients for wealth management products.
Drive sales of PMS, AIF, Structured Products, Mutual Funds, and other investment solutions.
Build and maintain strong relationships with HNIs, family offices, and corporate clients.
Generate new business through self-sourcing, referrals, and network channels.
Lead, mentor, and manage a team of Wealth Acquisition Managers / Relationship Managers.
Set and monitor monthly, quarterly, and annual sales targets for the team.
Track team productivity and ensure achievement of AUM and revenue goals.
Conduct regular training, performance reviews, and field support for team members.
Understand client financial goals, risk profile, and investment horizon.
Provide advisory on PMS, AIF, and alternative investment strategies.
Ensure suitable product recommendations aligned with client risk appetite.
Drive AUM growth and revenue generation through PMS and AIF products.
Maintain high levels of client engagement and portfolio expansion.
Work closely with product and investment teams for client solutions.

Wealth Team Leader | B2C Sales