Team Leader - PCG Wealth-Mumbai & Pune

The Team Leader - Wealth will oversee and drive the performance of a team of 68 Relationship Managers (RMs) responsible for acquiring and servicing high-net-worth individuals (HNWIs) with investible wealth ranging from 1 crore to 5 crore. The Team Leader will provide mentorship and operational support to ensure team targets are met, while upholding the compliance and organization’s commitment to customer-centricity and profitability.

1. Team Leadership and Management:

• Lead, motivate, and mentor a team of Relationship Managers to achieve sales targets and deliver high-quality client service.

• Conduct regular team meetings to review performance, share insights, and align efforts with organizational goals.

• Create & execute bespoke training program, so that the team is aligned with the products USP and process of sales.

• Provide mentoring and development opportunities to enhance team skills and productivity.

2. Client Acquisition and Retention:

• Support Relationship Managers in identifying & acquiring HNWIs with investible wealth between 1 crore to 5 crore.

• Oversee the teams efforts in client servicing, ensuring strong relationships and high levels of customer satisfaction.

3. Product Sales and Advisory:

• Drive the sale of third-party wealth products, including Mutual Funds, Insurance, AIFs, PMS and any other product that part of portfolio of PCG.

• Ensure that team members provide personalized investment strategies aligned with clients financial goals and risk appetites.

4. Performance Management:

• Monitor and evaluate individual and team performance against defined sales targets and KPIs consistently at fixed interval as per organisational process.

• Identify and address performance gaps through targeted interventions including Theoretical training, On the Job training, Mentorship, Joint calls, feedback etc.

5. Market Insights and Training:

• Stay updated on market trends, regulatory changes, and new product developments,

and share insights with the team.

• Work with Regional team and training team to organize regular training sessions to enhance product knowledge and client engagement techniques.

6. Compliance and Governance:

• Ensure that sales process & all team activities adhere to organizational policies and regulatory requirements.

• Support and drive to maintain accurate and timely records of client interactions and team performance.

Qualifications and Experience

Educational Background:

• Graduate in any discipline.

• Preferred: MBA in Marketing/Finance or equivalent qualification.

Experience: 7-12 years of relevant experience in the BFSI industry, with at least 2-3 years in a team management role.

Key Skills and Competencies

• Strong knowledge of wealth management products and financial planning principles.

• Proven leadership and team management abilities.

• Excellent communication, interpersonal, and client engagement skills.

• Goal-oriented and results-driven, with strong problem-solving and decision-making capabilities.

• High ethical standards and commitment to compliance.