Team Lead - Bangalore, India - iimjobs

    iimjobs
    iimjobs Bangalore, India

    2 weeks ago

    Iimjobs background
    Full time
    Description

    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.