Financial Planner Team Lead

Job Description

Responsible to handle clients independently and also manage a team of 5 members.

Designation

Team Leader

Location

Pune

Education

Expected-MBA or Equivalent, NISM or Equivalent Certification

Experience

Min 5 years of banking or Wealth Management Team Handling

Multi-Asset Selling & Client Management Hold on to Equity and Debt concepts and understanding of products across asset class

KRA-Team Recruitment

Team Management - Huddle; Hand Holding; Team Training Team cost justification, Coordination with AMC / Fund House RM