Senior Wealth Manager - BFSI (8-12 Yrs) Bangalore (BFSI Sales)

About Our Client: Client is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.- Job Title: Team Lead- Education: Graduate (MBA or CA or CFA or CFP is definitely an asset)- Experience: 8 - 12 years of relevant experience in Financial sales in PMS & Mutual Fund sales experience (mandatory)- Location: Bangalore- Certification: NISM Mutual Funds & PMS Distributors certificates (required before joining)- Preferences: Local Candidates with relevant Experience and good Communication Skills About the role:- We are looking for enthusiastic go-getters to join the inbound business team with Our Client.
-In this role, you will work with high intent inbound clients with investments of 50 lakhs and above.
-You will lead a team of Investment Specialists who invest in Our Client s PMS and MF investment strategies.
-You will also bear the responsibility of the deliverables of the team which are to acquire, develop and retain relationships with clients across India.What you will need to do:- Have a metric driven approach towards solving the sales funnel- Maintain a deep understanding and technical knowledge of relevant products and services offered by Our Client- Ensure Compliance with the applicable laws, regulations and organization s guidelines- Manage a 10-15 member team of Investment sales people- Be responsible for the delivery of sales targets for the team- Train the team regularly on products and markets- Hand hold and resolve all operation related work for the team for better conversion- Manage and build team cadence toward daily SOPsWhat you need to have done :- Have Prior team management experience in sales- Have excellent communication skills- Be proactive, self-driven and detail oriented with strong networking and stakeholder management skills- Be a leader who maintains a productive climate and confidently motivates, mobilizes and coaches team members to meet high performance standards- Have sound knowledge of financial services products and services To succeed in this role :- Bring a high level of energy and enthusiasm to your role- Be dedicated to go the extra mile to achieve outstanding results- Have the ability to thrive in a team-oriented environment- Have the openness to change, embrace challenges, and continuously seek opportunities for growth and development- Have a fresh perspectives and innovative thinking to solve problems What you can expect :- A great work environment with high ownership and growth opportunities- Best in market compensation and Incentives- Work closely with the founding and the leadership team on key projects- High talented team members to coordinate and work with- Open door work culture- Flat organizational structure- Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team (ref:updazz.com)

Payroll Type : Permanent