Wealth Manager

RM Team Lead

Our Client:

The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards. Title: RM Team Lead Location: Gurgaon Education: Graduate Experience: 6 - 10 Years About the Role:

The RM Team Lead will be responsible for managing a team of 4–6 Relationship Managers, ensuring high standards of advisory quality, productivity, compliance, and client satisfaction. This role combines people leadership with revenue oversight and hands-on client engagement. Key Responsibilities: 1. Team Management & Productivity: Lead daily/weekly team huddles to review priorities and performance Conduct sales funnel and pipeline reviews to track progress and identify gaps Mentor and coach RMs on advisory skills, client engagement, and productivity Drive consistent performance and team discipline 2. Revenue Oversight & Client Engagement: Ensure team target achievement and revenue growth Participate in key client meetings along with RMs for support and closures Monitor individual and team-level KPIs 3. Advisory Quality & Compliance Review and validate investment proposals and recommendations Ensure strong CRM hygiene, documentation, and advisory execution Maintain compliance with internal policies and regulatory requirements Requirement: 6–10 years of experience in wealth management Minimum 2 years in a Team Lead / supervisory role Proven people management and mentoring experience Strong investment advisory and client-handling capability Detail-oriented with a governance-first mindset About Hireginie:

Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.