Position Summary
The Sales Team Leader will be responsible for leading and mentoring a team of core sales team, driving client acquisition, increasing assets under management (AUM), achieving revenue goals, and ensuring exceptional client service standards. The role requires strong leadership skills, knowledge of investment products, and the ability to build lasting relationships with clients while delivering suitable financial solutions.
Key ResponsibilitiesTeam Leadership & Performance Management
- Lead, mentor, motivate, and develop a team of BDE/BDM and Relationship Managers.
- Drive individual and team performance through regular reviews, coaching sessions, and field support.
- Monitor productivity metrics, client meetings, lead conversion ratios, and business outcomes.
- Conduct sales training and knowledge-sharing sessions on wealth management products and market developments.
- Foster a high-performance culture focused on client acquisition, retention, and revenue growth.
Business Development & Revenue Growth
- Drive sales and distribution of wealth management products, including:
- Mutual Funds
- Life Insurance
- Health Insurance
- General Insurance
- Fixed Deposits
- Bonds and Other Investment Solutions
- PMS
- Identify and develop new business opportunities through referrals, networking, corporate tie-ups, and strategic partnerships.
- Achieve monthly, quarterly, and annual business targets related to revenue, AUM, SIP mobilization, and client acquisition.
- Develop and execute sales strategies to expand the firm's market presence.
Client Acquisition & Relationship Management
- Build and maintain strong relationships with HNIs, retail investors, professionals, business owners, and corporate clients.
- Understand client financial goals and recommend suitable investment and protection solutions within the company's approved product offerings.
- Ensure superior client experience through regular portfolio reviews and proactive relationship management.
- Resolve escalated client concerns and ensure timely service delivery.
Wealth Advisory Support
- Assist team members in identifying client needs and presenting suitable wealth creation and financial protection solutions.
- Support advisors in closing high-value investment opportunities.
- Promote awareness of financial planning, risk management, retirement planning, and goal-based investing among clients .
Sales Planning & MIS Reporting
- Prepare and implement sales plans aligned with organizational growth objectives.
- Track business performance, revenue generation, and advisor productivity using CRM and reporting systems.
- Maintain accurate records of leads, meetings, opportunities, and conversions.
- Submit daily, weekly, and monthly MIS reports to management.
Compliance & Operational Coordination
- Ensure adherence to all applicable regulatory guidelines and internal compliance requirements.
- Maintain proper documentation, KYC compliance, and onboarding standards.
- Coordinate with operations, service, and compliance teams to ensure seamless client onboarding and transaction processing.
- Promote ethical sales practices and client-first advisory standards.
Required Skills & Competencies
- Strong leadership and team management abilities.
- Excellent communication, presentation, and interpersonal skills.
- Sound understanding of wealth management and financial products.
- Client acquisition, relationship-building, and business development expertise.
- Strong negotiation, influencing, and problem-solving skills.
- Ability to analyze sales data and implement performance improvement strategies.
- Proficiency in CRM systems, MS Excel, and sales reporting tools.
- Strong customer-centric and advisory-oriented approach.
Educational Qualifications
- Graduate or Postgraduate in Finance, Commerce, Business Administration, Economics, or related disciplines.
- MBA (Marketing/Finance) preferred.
Preferred Experience
- Experience in Wealth Management, Financial Advisory, Banking, Insurance, Asset Management, or Investment Distribution.
- Proven track record in team handling and achieving sales/revenue targets.
- Experience serving HNI, retail, and corporate clients.
- NISM, IRDAI, AMFI, or other relevant financial certifications will be an added advantage.
Key Performance Indicators (KPIs)Business Growth
- Revenue Achievement
- Assets Under Management (AUM) Growth
- SIP Mobilization
- Investment Product Sales
Client Acquisition & Retention
- New Client Acquisition
- HNI Client Acquisition
- Client Retention Rate
- Client Satisfaction Score
Team Performance
- Team Revenue Achievement
- Advisor Productivity
- Conversion Ratio
- Training & Development Effectiveness
Operational Excellence
- CRM Data Accuracy
- Lead Follow-up Effectiveness
- Compliance Adherence
- Documentation & KYC Accuracy
