Team Lead - Wealth Advisory
PrimeInvestor is hiring a Team Lead for their Wealth Advisory team in Chennai. The role involves leading a 5-member B2C advisory team, managing HNI/UHNI client relationships, and overseeing the entire lead conversion and onboarding process for PMS strategies. Candidates must have extensive experience in wealth management, relevant NISM certifications, and strong CRM usage. This position is a leadership role focused on driving sales targets and maintaining high-quality client services.
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Experience
9-10 years
Function
Finance
Work mode
Onsite, India
Company
Tier 2
What you will work on
PrimeInvestor is hiring a Team Lead for their Wealth Advisory team in Chennai. The role involves leading a 5-member B2C advisory team, managing HNI/UHNI client relationships, and overseeing the entire lead conversion and onboarding process for PMS strategies. Candidates must have extensive experience in wealth management, relevant NISM certifications, and strong CRM usage. This position is a leadership role focused on driving sales targets and maintaining high-quality client services.
TAL's take
Solid mid-tier role with well-defined leadership responsibilities and specific requirements for HNI/UHNI market focus.
The JD is extremely clear about expectations, team size, target audience, and specific operational duties.
Must haves
- 8-10 years of experience in wealth management, PMS or AIF
- Experience leading sales or advisory teams
- Cleared NISM V-A certification
- Experience working with HNI/UHNI clients
- Proficiency in CRM and MS Office suite
Tools and skills
Nice to have: nism-series-x-a, nism-series-x-b, cfp.
About the company
Established wealth management firm specializing in PMS and advisory services, falling under the mid-stage product company category.