Sales Team Leader

Job Summary:

We are looking for a dynamic and goal-oriented Team Leader to manage a sales team dealing in mutual funds, SIPs, equity, and insurance products. The ideal candidate will be responsible for driving sales performance, ensuring compliance, mentoring advisors/relationship managers, and delivering a superior client experience. This role combines leadership, sales strategy execution, and client relationship management within a fast-paced financial services environment.

Key Responsibilities:

• Lead a team of sales executives/advisors focused on selling mutual funds, SIPs, equity, and insurance products.
• Drive sales targets and ensure achievement of individual and team revenue goals.
• Coach, train, and motivate team members on product knowledge, client handling, and regulatory compliance.
• Conduct regular performance reviews, track KPIs, and provide actionable feedback to enhance productivity.
• Guide the team in identifying potential clients, handling objections, and closing sales.
• Ensure adherence to regulatory requirements including SEBI, IRDAI, and AMFI guidelines.
• Build and maintain strong client relationships through consistent follow-ups and personalized service.
• Work closely with product and operations teams to resolve client issues and ensure seamless service delivery.
• Monitor competition and market trends to adapt sales strategies accordingly.
• Generate and share daily/weekly/monthly reports on team performance, sales pipeline, and conversions.

Requirements:

• Bachelor's degree in Finance, Commerce, or a related field; MBA/PGDM is a plus.
• 3–5 years of experience in financial product sales, with at least 1–2 years in a team-leading role.
• Strong knowledge of mutual funds, SIPs, equity markets, and life/general insurance products.
• AMFI certification and IRDAI license preferred.
• Strong sales orientation with a proven track record of meeting/exceeding targets.
• Excellent communication, interpersonal, and leadership skills.
• Proficiency in CRM tools and MS Office applications.

Preferred Qualifications:

• Certifications such as NISM (Series V-A for Mutual Funds), IRDAI (Insurance), or CFP.
• Experience with wealth management platforms or fintech tools.
• Exposure to HNI client servicing and upselling/cross-selling financial products.

Key Competencies:

• Leadership & People Management
• Sales Planning & Execution
• Customer Relationship Management
• Regulatory & Compliance Awareness
• Product Knowledge (MFs, Insurance, Equity)
• Negotiation & Closing Skills
• Data-Driven Decision Making

Job Types: Full-time, Permanent, Fresher

Pay: ₹25,000.00 - ₹35,000.00 per month

Benefits:

• Cell phone reimbursement

Schedule:

• Day shift

Work Location: In person