InCred Premier
Website:
incredpremier.com
Job details:
Company Description
InCred Premier is devoted to empowering Mass affluent/ HNI customers across India to achieve financial freedom by providing tailored financial products and services. The organization offers a diverse portfolio, including Market Linked Debentures (MLDs), Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Bonds, Corporate Fixed Deposits (CFDs), Life Insurance and Health Insurance. With a commitment to personalized solutions, InCred Premier combines an open architecture platform with real-time insights, portfolio analysis, and asset allocation tools to assist customers in making informed financial decisions. Guided by our mission to support customers in achieving their financial goals, we strive to build long-term relationships founded on trust and exceptional service. InCred Premier is an AMFI registered mutual fund distributor, with additional services offered through group companies and partnerships.
Role Description
This is a full-time, on-site Team Leader role located in Ahmedabad. The Team Leader will bring and manage a team, ensuring effective collaboration and achieving organizational goals. Responsibilities include acquiring own clients and revenue, overseeing client portfolio management, recruitment of team members, mentoring team members, driving growth through financial product distribution, and maintaining strong relationships with clients. The role also involves implementing strategies to enhance team productivity and ensuring compliance with regulatory and organizational standards.
kindly email your resume on himanshu.mehta@incredpremier.com or reach out on 9825600281
- Excellent client relationship management and communication skills to build and sustain long-term professional connections.
- Strategic thinking and the ability to analyze market trends for efficient portfolio management and investment strategies.
- Result-oriented with a proven ability to meet and exceed targets in financial product distribution and client satisfaction.
- Experience in the wealth management or financial services industry is a strong advantage.
- Bachelor's degree in Finance, Business Administration, or a related field; certifications in finance or investment will be a plus.
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