Team Lead - Mutual Fund

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Posted by Pranjali Trivedi

26 Aug 2025, 10:43 AM

Job Id: #35698898

ROLES & RESPONSIBILITIES

To manage the entire B2C team and ensuring talent development of B2C team.
Achieving the business targets / Team targets assigned in terms of up-selling Products, enhancing and upgrading the Client Net worth relationships.
Accompanying team to represent and close HNI/Ultra MF/PMS/AIF deals.
Ensuring the highest levels of service is provided to the client /HNI customers along with HNI/Ultra HNI Acquisition.
Providing Investment planning and advice.
Achieving sales and revenue targets spread across product mix.

JOB DETAILS

Job Type:

Full time

Locality:

Mumbai

Min Salary:

25 Lakh

Max Salary:

35 Lakh

Experience:

9 Years

Eligibility:

Masters

REQUIRED SKILLS

Mutual Fund

Team Managment

PMS

Ultra HNI Clients

Investment Products

JOB LOCATION

Country: India

State: Maharashtra

City: Mumbai