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Shama Shaikh

Talent Aquisition at Hireginie

Last Login: 09 July 2024

Job Views:  
60
Applications:  7
Recruiter Actions:  6

Job Code

1429467

Team Lead - Client Financial Partner - Digital

7 - 14 Years.Bangalore
Posted 2 weeks ago
Posted 2 weeks ago

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

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Posted By

user_img

Shama Shaikh

Talent Aquisition at Hireginie

Last Login: 09 July 2024

Job Views:  
60
Applications:  7
Recruiter Actions:  6

Job Code

1429467

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