Team Lead

Position Overview:

Opportunity to learn from one of India&aposs fastest-growing Financial Product Distribution Companies, Dalmia Wealth Pvt Ltd. As a Team Lead, you will play a pivotal role in managing and expanding the company&aposs client base while ensuring the delivery of exceptional financial solutions to clients. This role involves strategizing to drive sales of mutual funds and other financial products, leading a team of relationship managers, and maintaining strong client relationships to foster long-term trust and business growth.

Key Responsibilities:

1. Client Relationship Management:

• Develop and maintain long-term relationships with existing and prospective clients.
• Act as the primary point of contact for all client inquiries, concerns, and service needs.
• Conduct regular portfolio reviews to ensure alignment with clients' financial goals.

2. Team Leadership

• Lead, mentor, and manage a team of relationship managers, ensuring they achieve individual and team targets.
• Provide training and development support to enhance the team&aposs technical and sales skills.
• Monitor team performance and provide constructive feedback to ensure continuous improvement.

3. Sales and Business Development:

• Identify and onboard new clients through networking, referrals, and proactive outreach.
• Promote mutual fund products and services, tailoring solutions to meet client-specific needs.
• Achieve individual and team sales targets.

4. Financial Advisory:

• Assess client&aposs financial goals, risk appetite, and investment horizon.
• Recommend suitable mutual fund schemes based on research and market trends.
• Guide diversification, SIPs, tax-saving funds, and other financial strategies.

5. Market Research and Updates:

• Stay updated on financial market trends, mutual fund products, and regulatory changes.
• Share insights and updates with clients to help them make informed decisions.

6. Compliance and Reporting:

• Ensure adherence to all regulatory guidelines and compliance requirements in mutual fund distribution.
• Maintain accurate records of client interactions, transactions, and documentation.
• Prepare periodic performance reports for internal and client review.

Key Skills and Competencies:?

• Excellent interpersonal and communication skills and team handling ability.
• Strong understanding of mutual funds, financial markets, and investment strategies.
• Proven sales and negotiation skills.
• Ability to analyze client needs and recommend suitable products.
• Should have good knowledge of data analytics and reporting.

Qualification: Graduate/master&aposs in commerce/finance/business administration (CFP preferred).

Experience:Experience in financial services, wealth management, or mutual fund distribution.

Certifications:ARN Code holder is preferred

Eligibility Criteria:CFP or ARN Holder or Min 7 years' Work Experience in Financial Product Sales