Relationship Manager Team Lead - Wealth & Investment Advisory Firm

RM Team Lead

Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organization focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards.

• Title: RM Team Lead
• Location: Gurgaon
• Experience: 6 - 10 years

About the Role: The RM Team Lead will be responsible for managing a team of 4-6 Relationship Managers, ensuring high standards of advisory quality, productivity, compliance, and client satisfaction. This role combines people leadership with revenue oversight and hands-on client engagement.

Key Responsibilities:

1. Team Management & Productivity:

• Lead daily/weekly team huddles to review priorities and performance
• Conduct sales funnel and pipeline reviews to track progress and identify gaps
• Mentor and coach RMs on advisory skills, client engagement, and productivity
• Drive consistent performance and team discipline

2. Revenue Oversight & Client Engagement:

• Ensure team target achievement and revenue growth
• Participate in key client meetings along with RMs for support and closures
• Monitor individual and team-level KPI's

3. Advisory Quality & Compliance:

• Review and validate investment proposals and recommendations
• Ensure strong CRM hygiene, documentation, and advisory execution
• Maintain compliance with internal policies and regulatory requirements

Requirement:

• 6-10 years of experience in wealth management
• Minimum 2 years in a Team Lead / supervisory role
• Proven people management and mentoring experience
• Strong investment advisory and client-handling capability
• Detail-oriented with a governance-first mindset