Team Lead - Sales - Financial Services

- Job Title:- Team Lead

- Education:- Graduate/MBA or CA or CFA or CFP (asset)

- Experience:- 7-13 years of relevant experience in Financial sales, with PMS & Mutual Fund sales experience (mandatory)

- Location:- Bangalore

- 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 seeking enthusiastic individuals to join the inbound business team with Our Client. As a Team Lead, 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. Your responsibilities will include acquiring, developing, and retaining relationships with clients across India.

- Responsibilities:

- Implement a metric-driven approach to solve the sales funnel.

- Maintain a deep understanding and technical knowledge of Our Client's products and services.

- Ensure compliance with applicable laws, regulations, and organization's guidelines.

- Manage a team of 10-15 Investment salespeople.

- Deliver sales targets for the team.

- Regularly train the team on products and markets.

- Resolve operational issues for the team to improve conversion rates.

- Build and maintain team cadence toward daily SOPs.

- Requirements:

- Prior team management experience in sales.

- Excellent communication skills.

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

- Ability to maintain a productive climate and motivate, mobilize, and coach team members.

- Sound knowledge of financial services products and services.

- To Succeed in This Role:

- Bring high energy and enthusiasm to your role.

- Dedication to go the extra mile for outstanding results.

- Ability to thrive in a team-oriented environment.

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

- 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.

- 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 and tech teams.