Sales Team Leader

About the Role

The Assistant Manager – Team Leader at The Trinity International's TRINITY FINVEST division is positioned within the Business Development department and is accountable to the Branch Head. This full-time role demands a strategic leader focused on expanding business by managing high-net-worth client portfolios and guiding the Relationship Managers to successfully meet branch objectives.

Primary Responsibilities

• Establish and maintain relationships with High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI).
• Increase revenue and Assets Under Management (AUM) through direct efforts and by leading the team to meet targets.
• Provide leadership, mentoring, and supervision to Relationship Managers within the branch.
• Consistently work towards growth of branch revenue and AUM.
• Conduct portfolio reviews and offer advisory assistance to clients.
• Track and assess team productivity and their sales outcomes.
• Ensure strict compliance with operational and regulatory standards.
• Collaborate with product development and research departments to curate client solutions.
• Develop multi-tiered customer relationships to enhance client engagement.
• Organize and lead training or session initiatives.
• Maintain high standards of portfolio quality management.

Candidate Requirements

• Possess an MBA in Finance, or be a qualified Chartered Accountant (CA), Chartered Financial Analyst (CFA), or hold an equivalent certification.
• Have 5 to 9 years of professional experience in wealth management or financial services sector.
• Experience in managing teams is strongly preferred.
• Exhibit strong leadership capabilities along with excellent client relationship management skills.

Preferred Certifications

• Certification such as NISM or AMFI is advantageous.
• Additional credentials like CFA or CFP are preferred.

Performance Indicators & Compliance Focus

• Achievement of team revenue and overall sales targets.
• Growth and retention of Assets Under Management (AUM).
• Optimization of team efficiency and their target completions.
• Prompt resolution of client requests and operational tasks.
• Successful cross-selling and upselling initiatives.
• Adherence to risk management and audit policies.
• Manage client complaints prudently to enhance customer satisfaction levels.
• Ensure high team retention rates.