Investment Solutions Team Lead

Sales Team Lead

• Experience;

4-5 years

Job Location : Gurgaon

Immediate Joiner

Mon - Sat working

Education Qualification : Graduate and above

Kindly share your resume at hr@zfunds.in

Role & Responsibility :

• Train & motivate all the Financial Counsellor and guide him to achieve all the business number for the month. Along with that you have to achieve your own target with complete ownership of Sales, Operations and allied functions with Financial Planning for Clients.
• This position holder will be responsible for managing key relation- ships and ensures business development across all distribution segments and manage Corporate & SMEs at branch locations of the Cluster.
• Will play a strategic role in the future growth and expansion of the organization
• Responsible for achieving Sales for solutions, acquiring (it’s an individual role)
• Solutions : All Health & Wealth Services
• Acquisition of new Clients.
• Ensure right- selling by all team members through regular training & product.
• Knowledge. Ensuring Compliance with regulations.
• Build relationships with key employees among customers by doing B2B Sales and Promotion of Investment Products such as Mutual Funds, Fixed

Deposits etc

• Managing investments & maintaining Client relationships, interact directly with clients, reviewing their portfolios, giving regular updates, resolving their queries

Requirements and skills

• Proven experience as a Client Relations Manager or Relationship Manager
• Proven track record of meeting and exceeding targets
• Proficient in MS Office, with working knowledge of CRM platforms.
• A customer-oriented attitude
• Excellent communication and negotiation skills
• Problem-solving aptitude

Please note this is a 6 days working role.

About Us

ZFunds is on a mission to democratize personal finance.

A lot has been done to make financial products accessible to people. However, it still remains an urban concept. We will make quality financial advice accessible and approachable across Bharat.

ZFunds was born when we realized that consumers in all small towns across India have invested their money in LIC policies. For users looking to grow their money, it's probably one of the worst options over a long period of time. We realized that it's not a problem that consumers don't want better financial products, it's that they don't have supply to it. And that is what ZFunds is here to do.

We are now in the growth phase of your journey and are looking for driven developers to drive that ruthlessly alongside us.

• Website : https : / / zfunds.In /
• Android App : https : / / play.Google.Com / store / apps / details?id=com.Zfunds.User
• iOS App : https : / / apps.Apple.Com / in / app / zfunds / id1537564923