Job Description – Wealth Relationship Officer (Team Head)
Position: Wealth Relationship Officer – Team Head
Location: Noida, Sector 11
Industry: Financial Services / Wealth Management / Banking / Insurance
Experience Required: Minimum 2 Years of Team Handling Experience in any Finance Industry
About the Role
We are seeking an experienced and result-oriented Wealth Relationship Officer (Team Head) to lead and manage a team of relationship managers. The candidate will be responsible for driving revenue growth, building strong client relationships, and ensuring the achievement of business targets.
Key Responsibilities
- Lead, mentor, and manage a team of Relationship Managers/Financial Advisors.
- Develop and maintain strong relationships with high-net-worth and retail clients.
- Achieve individual and team sales targets for financial products and services.
- Provide wealth management and financial planning solutions to clients.
- Monitor team performance and ensure business objectives are met.
- Conduct regular training sessions and performance reviews.
- Identify new business opportunities and expand the client base.
- Ensure compliance with company policies and regulatory requirements.
Eligibility Criteria
- Minimum 2 years of experience as a Team Leader/Team Head in the Finance Industry.
- Strong knowledge of wealth management, insurance, banking, mutual funds, or financial products.
- Excellent leadership, communication, and relationship management skills.
- Proven track record of achieving sales and revenue targets.
Skills Required
- Team Management
- Client Relationship Management
- Wealth Management
- Sales & Business Development
- Financial Planning
- Leadership & Coaching
- Target-Oriented Approach
Job Details
- Location: Noida Sector 11
- Job Type: Full-Time
- Department: Wealth Management / Sales
- Reporting To: Regional Manager / Branch Head
HR DIVYA
9258926585
Pay: ₹30,000.00 - ₹70,000.00 per month
Benefits:
- Health insurance
- Paid time off
- Provident Fund
Work Location: In person
