Team Lead

Job Role: Team Lead Financial Planners

Reports to: Management / Directors

Experience: 3 7 Years (Min. 2 years in a supervisory/leadership role)

Core Objective:

To lead a team of financial planners in delivering world-class advice, ensuring operational rigour, and driving business growth through technical excellence.

Key Responsibilities

1. Technical Leadership Plan Approval

• Quality Assurance: Review and approve complex financial plans, ensuring accuracy in direct equity, insurance, and tax forecasting before delivery.

• Goal Stewardship: Monitor the lifecycle of client goals, ensuring that review meetings and action plans are executed on schedule as per timelines.

• Expert Advisory: Serve as the internal subject matter expert on Financial Planning, Estate planning, Risk management, and Investment strategies.

2. Team Performance Accountability

• Performance Metrics: Track and report on "Meeting Cadence" and "Goal Review (GR) Meeting Percentages."

• Discipline Ethics: Set the standard for punctuality and professional ethics. Address team underperformance immediately with decisive corrective actions.

• Smart Delegation: Assign client cases and tasks based on team member performance metrics and skill levels.

3. Business Growth CRM Management

• Conversion Tracking: Monitor the sales funnel from prospect to client conversion, ensuring the team maintains high engagement.

• Data Integrity: Enforce strict usage of Zoho CRM AI and other applications for real-time tracking of business potential and workflow status.

• Reporting: Prepare monthly reports on plan completion metrics and business potential.

4. Talent Development

• Onboarding: Oversee the technical onboarding of new planners to get them "client-ready" quickly.

• Mentorship: Foster a high-performance culture through weekly technical discussions, quizzes, and quarterly training modules.

• Process Innovation: Proactively identify inefficiencies in the planning workflow and implement streamlined solutions.

Key Deliverables

• Monthly Metric Sheets: Completion rates for Financial Plans and Goal Reviews.

• Business Growth Reports: Prospect conversion rates and meeting cadence logs.

• Team Development: Documented quarterly training progress for all junior planners.

• Operational Efficiency: Updated and simplified onboarding and workflow documentation.

Educational Skill Requirements

The Essentials

• Academic: Bachelors degree in Finance, Accounting, or Economics.

• Certification: CFP (Certified Financial Planner) Certified Wealth Manager, or NISM equivalent is mandatory.

• Software: Advanced proficiency in Zoho CRM, Trello, and MS Excel.

• Experience: 3 7 years in financial planning; proven track record of managing a team.

The Standouts (Desirable)

• Advanced Degrees: MBA (Finance), CA.

• Specialized Certifications: Financial Planning, Estate Planning, or Tax Advisory certifications.

Behavioral Competencies

• Assertive Communication: Ability to deliver clear instructions and hold team members accountable without delay.

• Proactive Problem-Solving: Identifying workflow bottlenecks before they impact the client experience.

• Decisiveness: Making informed, firm decisions on plan approvals and team issues.

The Dilzer Consultants Advantage

• Fiduciary Culture: Work in an environment that prioritizes ethical advisory over product sales.

• Flexible Work: Hybrid and extended WFH options based on performance (KRIs).

• Professional Stage: Opportunities to lead webinars and represent the firm in financial literacy programs.

• Impact: High-ownership role where you directly influence the financial well-being of clients.

Interested candidates please send your resume to

Other Jobs

Accounts Executive(Bangalore- part time)

Assistant Head of Operations

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.