Team Lead

Key Responsibilities

• Acquiring preferred clients (Mass Affluent, HNI, UHNI, Family Office).
• Maintaining client relationships and generating AUM from preferred clients.
• Advising clients on their investments and managing their overall financial portfolio, while acquiring wallet share from existing clients.
• Tracking the target client segment in the market for new client acquisition.
• Monitoring opportunities and financial market trends to determine whether they fit into clients portfolios.
• Coordinating with the product and research team (Centralize CFP Team) for taking investment decisions for clients.
• Conducting and assisting in organizing seminars, workshops, events, and other business development activities.

Required Skills & Qualifications

• Relationship Managers with prior experience working in Stock Broking & Wealth Management, Private Wealth Management, or Bank setup.
• Graduation in any field.
• Experience in advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• Candidates should demonstrate good tenure in their present as well as previous companies, with at least a minimum tenure of 2 years of stability.