Team Lead - Client Financial Partner - Digital

Job Title : Team Lead - Client Financial Partner - Digital.

Education : Graduate/MBA or CA or CFA or CFP (preferred).

Experience : 7-13 years in financial sales, specifically in PMS & Mutual Fund sales (mandatory).

Location : Bangalore

Certification : NISM Mutual Funds & PMS Distributors certificates (required before joining).

Preferences : Local candidates with relevant experience and excellent communication skills.

Working Days : Any 6 days as required.

About the Role :

- We are looking for enthusiastic go-getters to join the inbound business team with our client.

- In this role, you will work with high-intent inbound clients with investments of - 50 lakhs and above.

- You will lead a team of Investment Specialists who invest in our client's PMS and M investment strategies.

- You will also bear the responsibility of the deliverables of the team, which include acquiring developing, and retaining relationships with clients across India.

Responsibilities :

- Adopt a metric-driven approach to solving the sales funnel.

- Maintain a deep understanding and technical knowledge of relevant products and service offered by our client.

- Ensure compliance with applicable laws, regulations, and organizational guidelines.

- Manage a team of 10-15 investment sales people.

- Be responsible for delivering sales targets for the team.

- Regularly train the team on products and markets.

- Assist and resolve all operational-related tasks for the team to enhance conversion.

- Manage and build team cadence toward daily SOPs.

Requirements :

- Prior team management experience in sales.

- Excellent communication skills.

- Proactive, self-driven, and detail-oriented with strong networking and stakeholder management skills.

- Leadership qualities that maintain a productive climate and confidently motivate, mobilize, and coach team members to meet high performance standards.

- Sound knowledge of financial services products and services.

To Succeed in This Role :

- Bring a high level of energy and enthusiasm.

- Dedication to go the extra mile to achieve outstanding results.

- Ability to thrive in a team-oriented environment.

- Openness to change, embrace challenges, and continuously seek opportunities for growth and development.

- Fresh perspectives and innovative thinking to solve problems.

What You Can Expect :

- A great work environment with high ownership and growth opportunities.

- Best in market compensation and incentives.

- Work closely with the founding and leadership team on key projects.

- Highly talented team members to collaborate with.

- Open door work culture.

- Flat organizational structure.

- Wide scope of learning opportunities in different areas of business by working side by side with the product and tech teams.