i
Hireginie Talent Cloud
180 Hireginie Talent Cloud Jobs
Team Lead - Wealth Management - BFS (8-12 yrs)
Hireginie Talent Cloud
posted 16hr ago
Job Title: Team Lead
Education: Graduate (MBA or CA or CFA or CFP is definitely an asset)
Experience: 8 - 12 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)
Preferences: Local Candidates with relevant Experience and good Communication Skills
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.
What you will need to do:
- Have a metric driven approach towards solving the sales funnel
- Maintain a deep understanding and technical knowledge of relevant products and services offered by Our Client
- 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
What you need to have done :
- Have Prior team management experience in sales
- Have excellent communication skills
- Be proactive, self-driven and detail oriented with strong networking and stakeholder management skills
- Be a leader who maintains a productive climate and confidently motivates, mobilizes and coaches team members to meet high performance standards
- Have sound knowledge of financial services products and services
To succeed in this role :
- Bring a high level of energy and enthusiasm to your role
- Be dedicated to go the extra mile to achieve outstanding results
- Have the ability to thrive in a team-oriented environment
- Have the openness to change, embrace challenges, and continuously seek opportunities for growth and development
- Have a fresh perspectives and innovative thinking to solve problem:
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 the leadership team on key projects
High 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 team and tech team
Functional Areas: Other
Read full job descriptionPrepare for Management roles with real interview advice
6-8 Yrs