Job Title : Team Lead_Client Financial Partener_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 Certification: NISM Mutual Funds & PMS Distributors certificates (required before joining) 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 Roles and Responsibilities: - Have a metric driven approach towards solving the sales funnel - Maintain a deep understanding and technical knowledge of relevant products and services offered Requirements: - 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

Bangalore

Team Lead - Client Financial Partner - Digital 

Job Description for Team Lead - Client Financial Partner - Digital  in Hireginie in  Bangalore for (7-14) years of experience. Apply Now!