Team Lead - Sales - Financial Services

Job Title : Team Lead - Client Financial Partner (Digital)

Location : Bangalore

Experience : 7-13 years in financial sales, specifically PMS and Mutual Fund sales.

Education : Graduate (MBA/CA/CFA/CFP preferred).

Certifications : NISM Mutual Funds & PMS Distributors certificates (required before joining).

Key Responsibilities :

- Manage a team of 10-15 investment sales specialists.

- Drive team performance and ensure sales targets are met.

- Train and support the team in client acquisition and product knowledge.

- Oversee daily operations and maintain compliance with regulations.

Skills & Qualifications :

- Proven leadership in financial sales.

- Strong communication and team management skills.

- In-depth knowledge of PMS, Mutual Funds, and other financial products.

What We Offer :

- Competitive salary (up to - 25 LPA) + incentives.

- Growth opportunities and a collaborative work environment.

- Open communication and flat organizational structure.

- Working Hours : 6 days a week with flexible scheduling.
(ref:updazz.com)