Team Lead

Job Purpose

The Team Leader Sales will be responsible for leading a team of sales executives to achieve business targets, drive revenue growth, ensure process adherence, and maintain high customer satisfaction.

Key Responsibilities

• Lead, motivate, and manage a team of sales executives to achieve monthly and quarterly sales targets
• Should be able to create a good rapport with HNI and UHNI clients
• Plan daily, weekly, and monthly sales activities and monitor individual performance
• Drive lead allocation, follow-ups, and closures to improve conversion ratios
• Coach and mentor team members through regular training, feedback, and performance reviews
• Track sales MIS, productivity reports, and pipeline health
• Ensure adherence to company policies, compliance norms, and sales processes
• Coordinate with internal teams (Operations, CRM, Compliance) for smooth business execution
• Handle escalated customer issues and ensure timely resolution
• Support recruitment, onboarding, and training of new team members
• Maintain a strong focus on customer experience and retention
• Managing the Targets allotted and the teams targets as well.

Please Note : Having a background in Mutual Fund industry is essential for this role.