Team Lead- Wealth (Mangalore)

Role Overview:

The Team Leader (Playing Captain) will manage a team of Relationship Managers while actively handling a personal book of HNI clients. The role combines leadership responsibility with individual revenue and AUM generation.

Key Responsibilities:

• Lead, mentor, and drive performance of the RM team while managing own HNI client portfolio
• Understand clients’ investment needs and design long-term asset allocation strategies
• Acquire and advise HNI clients across asset classes including Equity, MF, Debt, and Alternates
• Oversee portfolio management with focus on asset allocation and family wealth management
• Drive AUM growth through both team performance and individual contribution
• Collaborate with product and research teams for tailored client solutions
• Support clients on Corporate Finance, M&A, and Private Equity opportunities
• Strengthen client relationships and ensure high-quality advisory standards across the team

Key Requirements:

• 8+ years of experience in Wealth Management/Private Banking
• Strong expertise in Equities (must), along with MF, Fixed Income, and Alternates
• Proven leadership experience along with strong individual contributor track record
• Demonstrated ability to acquire and manage HNI/UHNI clients
• Strong knowledge of financial planning, tax, and investment advisory
• Excellent leadership, stakeholder management, and communication skills