Relationship Manager/Team Lead - Sales - Banking (4-8 Yrs) Gurgaon/Gurugram (BFSI Sales)

1) Job Description - RM Team Lead Role Overview: Manages 4-6 RMs and ensures advisory quality, productivity, compliance and client satisfaction.Key Responsibilities1. Team Management- Huddles- Funnel reviews- Mentoring2. Revenue Oversight- Target achievement- Client meetings3. Advisory Quality- Proposal checks- CRM hygieneIdeal Candidate Characteristics- 6-10 years wealth experience of which 2 in Team Lead- People management exposure- Strong advisory capability2) Job Description - Relationship Managers Note: Should have managed an affluent client base with a minimum of 75 Cr of AUM. Role Overview: RMs manage affluent portfolios, acquire clients, and deliver advice with the support of advisors.Key Responsibilities1. Client Management- Manage portfolios and reviews2. Client Acquisition- Referrals- Network building3. Advisory Execution- Work with Advisors- Document advice4. CRM & Platform Use- Maintain funnels- Use AI RM-CoPilotIdeal Candidate Characteristics:- 5-8 years in affluent wealth- Good acquisition ability- Strong client communication (ref:updazz.com)

Payroll Type : Permanent