Team Leader - Sales - Mutual Fund

Position : Team Leader - Mutual fund sales

Location : Hyderabad

Role Purpose :

Lead a team of Relationship Managers (RMs) within the Client Engagement Channel to drive mutual fund sales, client acquisition, SIP mobilization, AUM growth, and customer engagement while ensuring adherence to compliance and regulatory guidelines. The role involves team management, sales planning, coaching, and business delivery.

Key Responsibilities :

- Lead, mentor, and manage a team of Relationship Managers.

- Drive monthly, quarterly, and annual sales targets for SIP, Lumpsum, and AUM growth.

- Monitor team productivity, conversion ratios, and business performance.

- Support RMs in acquiring Retail, Affluent, and HNI investors.

- Conduct joint client meetings and investment discussions.

- Develop client acquisition strategies through referrals, digital leads, and existing customer databases.

- Ensure superior customer experience and relationship management.

- Conduct regular training sessions on mutual fund products, sales techniques, and compliance.

- Coordinate with internal stakeholders and channel partners to maximize business opportunities.

- Prepare MIS reports, business reviews, and sales forecasts.

- Ensure adherence to AMFI, SEBI, and company compliance standards