Team Leader - Sales - Mutual Fund

Team Leader I - Mutual Fund Sales

Work Level : Middle Management

Industry Type : Financial Services

Function : Team Leader

Education : PG / Master's Degree

Job Summary

We are seeking a highly motivated and experienced Team Leader I for Mutual Fund sales.

This Middle Management role is critical for driving sales growth, requiring proven expertise in the Mutual Fund sector and leadership in acquiring Retail and HNI customers.

The leader will be primarily responsible for managing a team of Relationship Managers, coaching them to achieve aggressive sales targets, focusing on high-value products like PMS, AIF, and Private Wealth, and ensuring the highest standards of client service.

Key Responsibilities

Sales Leadership and Target Achievement :

• Manage a team of Relationship Managers and lead them to consistently achieve the targets assigned for acquiring both Retail and HNI customers.
• Drive sales growth by promoting the up-selling of Mutual Fund products to mapped Retail and HNI Clients.
• Focus on enhancing and upgrading the Client Net worth and achieving sales and revenue targets spread across a diversified product mix (including PMS, AIF, and Private Wealth) through team performance.

Coaching, Mentorship, and Team Development :

Client Engagement and Service Excellence :

Operational Compliance and Management :

Education : Post-Graduate / Master's Degree (preferably in Finance, Management, or a related field).

Core Expertise : Mandatory deep knowledge of the Mutual Fund industry and associated products.

Key Skills : Proven ability in Team Handling, Mutual Fund, PMS, AIF, and Private Wealth product sales.

Leadership : Strong coaching, mentorship, and relationship-building skills.

Preferred Skills :

(ref : iimjobs.com)