Team Lead - Investment Relationship / BDTL

Sharekhan

7 - 10 years

7 - 10 Lacs

mumbai suburban

Posted:16 hours ago| Platform:

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Skills Required

target achievement team handling mutual funds new client acquisition demat account opening decision making leadership cross selling hni acquisition revenue generation wealth management sales sip business development investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Achieve growth and sales targets by effectively managing a team of 10-12 sales professionals
Design and execute strategic business plans to expand customer base and market presence
Recruit, train, coach and monitor team performance
Build and maintain strong client relationships by understanding customer needs
Drive cross-sell and up-sell of products beyond core equity offerings
Track client activity ratios and ensure productivity
Prepare and present sales MIS, revenue reports and forecasts to management
Identify new market opportunities, emerging trends and competitor activities
Implement national sales programs through field-level action plans

Number of Reportees

10 to 12

Reporting To

Zonal Business Development Manager (ZBDM)

Why Join Us

Opportunity to lead a high-performing sales team
Strong brand backing and research-driven product suite
Career growth in wealth management and leadership roles

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