State Lead/Zonal Lead - Sales - Wealth Management FinTech Startup

State Lead/ Zonal Lead for Fintech startup

- Responsible for loan book, revenue target & business performance metrics for the Regions in alignment with business goals.

- Drive Continuous improvement of the Sales Process for wealth management and portfolio management

- Responsible to drive sales team to develop new portfolios, HNI clients.

- Encourage and groom team to meet productivity benchmarks and higher levels of engagement

- Manage customer relationship for cross-sell, upsell opportunity, fee-income, partner products, etc.

- Identify and contribute solution / strategies to key impediments of growth in new/existing businesses.

- Interacting with HNI existing and prospective clients to obtain data about their financial resources and needs

- Looking for business growth opportunities by identifying products and services which can be matched with needs of existing and prospective clients.

- Provide coaching and support to the sales team to track the sales funnel and related operational metrics delivering regular insights to the business.

- Responsibility of ensuring that his portfolio has minimum delinquency and hand hold customers through timely repayments.

- Support and Co-ordinate the implementation new sales strategies and initiatives in order to deliver better results.

- Effective liaisoning with internal stakeholders for effective processing of application.

- Oversees all the data and processes that enable an effective sales processes and management.

- Analyze and monitor sales results providing advice and insights.

- Drive adoption of sales reporting and business intelligence tools.

- Provide regular updates and ad hoc trainings on processes, tools and reports