Posted By
Posted in
Banking & Finance
Job Code
1461434
Job Title: Team Lead_Client Financial Partner_Digital
Education: A Graduate (MBA or CA or CFA or CFP is definitely an asset)
Experience: 7-13 years of relevant experience in Financial sales in PMS & Mutual Fund sales experience (mandatory)
Location: Bangalore/Hyderabad
Certification: NISM Mutual Funds & PMS Distributors certificates (required before joining)
Preferences: Local Candidates with relevant Experience and good Communication Skills
Working Days: Any 6 days Working as per the Requirement
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 MF investment strategies.
- You will also bear the responsibility of the deliverables of the team which are to acquire, develop and retain relationships with clients across India.
What you will need to do:
- Have a metric driven approach towards solving the sales funnel
- Maintain a deep understanding and technical knowledge of relevant products and services offered by Our Client
- Ensure Compliance with the applicable laws, regulations and organization's guidelines
- Manage a 10-15 member team of Investment sales people
- Be responsible for the delivery of sales targets for the team
- Train the team regularly on products and markets
- Hand hold and resolve all operation related work for the team for better conversion
- Manage and build team cadence toward daily SOPs
What you need to have done :
1. Have Prior team management experience in sales
2. Have excellent communication skills
3. Be proactive, self-driven and detail oriented with strong networking and stakeholder management skills
4. Be a leader who maintains a productive climate and confidently motivates, mobilizes and coaches team members to meet high performance standards
5. Have sound knowledge of financial services products and services
To succeed in this role :
- Bring a high level of energy and enthusiasm to your role
- Be dedicated to go the extra mile to achieve outstanding results
- Have the ability to thrive in a team-oriented environment
- Have the openness to change, embrace challenges, and continuously seek opportunities for growth and development
- Have a 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 the leadership team on key projects
- High talented team members to coordinate and work with
- Open door work culture
- Flat organizational structure
- Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team
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Posted By
Posted in
Banking & Finance
Job Code
1461434