Lead - Digital Account - FinTech

Lead Digital Account in a org

Role & Responsibilities:

- Responsible for driving new client acquisition through digital sales team.

- Will be responsible for driving sales of Equity based investment products.

- Responsible for handling TL and Team which will identify customer needs, assessing their risk appetite and providing them investment options.

- Responsible for driving achievement of targets as assigned by the organization on a monthly basis.

- Provide regular updates to the immediate superior as and when required

- Manage digital sales/ acquisition of customers for demat.

- Manage the acquisition across all channels of acquisition including the call center

- Identify and work on the lead process flow, drop offs, improvement in customer journeys

- Work towards achieving the account opening targets, TATs, quality, etc.

- Work with partners/ fintech for achieving account opening goals

- Support on overall acquisition strategy

Job Requirement:

Should have experience in:

- Process Reengineering

- Customer Retention & Acquisition

- Digital Sales

- Leading a team

- Should have managed entire customer life cycle, customer journey digitally.

Functional Skills:

- Strong business acumen ; should understand the key financial drivers and dynamics related to growth and revenue goals of the organization.

- Strong organizational skills that reflect the ability to perform and prioritize multiple tasks, seamlessly with excellent attention to detail.

- Very strong interpersonal skills and the ability to build relationships with stakeholders, especially with senior leadership.

- Expert-level skills in written and verbal communication.

- Demonstrated proactive approaches to problem-solving with strong decision-making capability.

- Exceptional analytical skills and project management skills.

- Proactive and disciplined go-getter who can drive results.

- High Project Management ability and ability to close tasks showing tangible results.