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 d...