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Wealthy.in - Team Lead - Sales

Wealthy.in - Team Lead - Sales

WealthyBangalore, India
11 hours ago
Job description

Description : Role Overview

The Team Lead will be responsible for leading a team of :

Relationship Managers and Partner Recruiters focused on identifying, onboarding, and activating new financial partners on the Wealthy platform.

This role requires strong leadership, target orientation, and a hands-on approach to managing sales pipelines and partner conversions in a fast-paced digital sales environment.

Key Responsibilities :

1. Team Management & Leadership

  • Lead, coach, and motivate a team of Partner Relationship Managers.
  • Set performance targets and ensure consistent achievement through structured reviews and performance tracking.
  • Foster a collaborative, high-performance culture focused on partner success.

2. Partner Recruitment & Activation

  • Oversee end-to-end partner sourcing, onboarding, and activation processes.
  • Support the team in driving partner acquisition through digital and offline channels.
  • Ensure timely completion of onboarding formalities and platform familiarization.

    • 3. Business Development & Conversion

  • Monitor lead flow, pipeline management, and conversion ratios.
  • Identify opportunities for business growth through partner engagement.
  • Drive accountability across the team for meeting activation and revenue targets.

    • 4. Training & Development

  • Train new team members on product knowledge, sales processes, and CRM tools.
  • Conduct regular refreshers on Wealthys value proposition and product suite.
  • Share market insights and feedback to enhance recruitment strategies.

    • 5. Reporting & Process Adherence

  • Ensure accurate documentation and CRM updates for all partner activities.
  • Maintain compliance with internal policies, business ethics, and regulatory norms.
  • Provide weekly and monthly performance reports to Graduate degree in any discipline (MBA preferred).
  • 4+ years of experience in team handling, sales, business development, or partner recruitment, preferably in financial services, fintech, or mutual fund distribution.
  • Proven ability to manage targets and lead sales teams effectively.
  • Excellent communication, stakeholder management, and analytical skills.
  • Strong proficiency in CRM systems, Excel, and digital sales tools.

    • What We Offer :

  • Opportunity to work with one of Indias fastest-growing WealthTech platforms.
  • Attractive performance-linked incentives and fast-track growth opportunities.
  • Exposure to a dynamic ecosystem at the intersection of finance and technology.
  • Collaborative and high-energy work environment.

    • (ref : iimjobs.com)

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    Team Lead • Bangalore, India