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About the Company
Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, NBFC and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.
Business: – Wealth Business
Role: – Team Leader – Wealth
Experience: – 15+ years
Location: – BKC, Mumbai
As a Team Leader for Relationship Managers, we are seeking an accomplished and client-centric professional from the Private Wealth industry with around 15+ years of experience. The role’s core objective is to hire talent, lead and inspire the Wealth Management sales team, driving performance through strategic direction, collaborative leadership, and a strong focus on client satisfaction and regulatory compliance. By fostering a culture of growth, building long-term client relationships, and implementing innovative business strategies, you will empower clients to make informed investment decisions that enhance their wealth—while contributing to the overall growth and success of our organization.
Key Responsibilities
- Overall new AUM growth in line with the objective laid down by the company.
- Managing Individual & team P&L.
- To Develop the strategic plan for Wealth Management to meet business objectives.
- Monitor and analyze performance metrics including manpower productivity and suggest/ implement improvements
- To meet the Business/sales targets for the region on monthly, quarterly and annual basis.
- To do timely appraisal / review of performance of team in the region.
- Supervise Wealth Managers in the growth, acquisition, and retention of high net worth clients
- Conduct regular portfolio reviews and risk assessments.
- Stay updated on market trends, financial products, and regulatory changes.
Team Leadership & Development
- Lead a team of Relationship Managers (10–15 members), providing direction, mentorship, and performance management.
- Foster a collaborative, high-performance team culture with a focus on individual and collective growth.
- Recruit, train, and groom team members, ensuring strong succession planning for key positions.
- Regularly review and appraise team performance to ensure achievement of goals.
- Develop a strong team through effective recruitment, training and grooming potential for succession planning of key positions.
Education & Certifications
- Post Graduate with MBA / Professional Certification
- Knowledge of Financial products & Capital markets is essential.