About Risify Wealth
Risify Wealth is a technology-driven wealth management platform that simplifies investments through innovative solutions and expert advisory. We offer a comprehensive suite of investment products, including Mutual Funds, Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Private Equity, Unlisted Shares, Real Estate, and Insurance. Our mission is to empower wealth managers, financial advisors, and investors with the tools and insights required to build long-term wealth.
Job Title: Team Lead
Location: Mumbai
Number of Positions: 10
Company: Risify Wealth
Job Type: Full-Time
Reporting To: CEO
Role Overview
We are looking for experienced Team Leads to manage and drive the performance of a team of Relationship Managers (RMs) while actively contributing to business growth. This is a playing captain role, requiring the incumbent to achieve individual business targets alongside leading and mentoring the team.
Key Responsibilities:
1. Individual Business Development (Playing Captain)· Generate individual business by acquiring and managing HNI, UHNI, and Family Office clients. · Drive AUM growth across Mutual Funds, PMS, and AIF products. · Achieve individual revenue and business targets. · Leverage an existing client network to expand business opportunities.
2. Team Leadership & Performance Management· Lead and mentor a team of Relationship Managers. · Set and monitor targets for: o AUM (Mutual Funds, PMS & AIF) o Revenue o Client onboarding o Broker onboarding and activation · Review daily and weekly performance metrics. · Conduct regular coaching, training, and performance reviews.
3. Product Distribution- Drive distribution of a wide range of investment solutions, including:· Mutual Funds · PMS & AIF · Fractional Real Estate · Global Real Estate · Startup Investments, Unlisted Shares & Pre-IPO Opportunities · Insurance Solutions
4. Revenue & Target Achievement· Deliver individual revenue and AUM targets. · Ensure consistent achievement of team revenue goals. · Support Relationship Managers in closing high-value opportunities. · Monitor RM-wise and partner-wise business performance.
5. Training & Capability Building· Train Relationship Managers and partners on product knowledge and sales strategies. · Improve team capability through continuous coaching and mentoring. · Ensure adherence to best sales practices and client servicing standards.
Qualifications and Skills Education
· Bachelor’s degree Marketing, Finance, Business Administration, or a related field.
· Master’s degree or professional qualifications preferred.
Good to Have
· Existing book of clients
· Experience in multi-product distribution platforms
· NISM certifications
Experience
· 5–10 years of experience in:
· Wealth distribution / channel sales
· 2–5 years of experience in team handling (RMs / channel teams)
· Strong understanding of: MF, AIF, PMS, unlisted shares, real estate
· Strong leadership, communication, and execution skills
Compensation & Benefits
Competitive salary + strong performance incentives
Pay: ₹1,000,000.00 - ₹1,500,000.00 per year
Work Location: In person
