Sales Team Lead for (NBFC) – Noida
Name of Position – Sales Team Lead for (NBFC)
Experience Range – 6 months to 15 years
Salary – Best in the industry as per experience.
Work Location – Noida (Close to sector 16 metro station)
Experience – At least 3 year(s) and above of working experience in handling team in financial services like Financial planning / wealth management / investment advisory
Job Role & Responsibilities –
· In-depth knowledge & understanding of Mutual Funds, Insurance & other investment assets classes.
· Should have excellent communication skills, relationship building skills, good working knowledge of financial planning.
· Strong analytical ability, comprehensive fiscal knowledge and customer service skills tohelp the clients assess their financial assets, determine their financial goals, and weigh their economic resources to take investment decisions.
· Should be AMFI certified; A CFP designation would be an added advantage.
· Have to manage team size of 7-8 financial planners.
· Guiding, motivating & leading the team to achieve revenue targets.
· Conducting product & process training sessions to build productive team.
· Manage, coach & mentor team by conducting performance discussion & reviews.
· Maintaining, analyzing & interpreting MIS
· Work very closely with team members to solve client’s problems. Also needs to understand subordinates problems and weaknesses and address these. Offers solutions and suggestions for process and product improvement to management.
· Planning carrier progression for each team member.
Note: If you do not have team leading experience and are interested for only sales role individually, you can still apply, as our client has multiple job openings and we can consider your candidature for Financial Advisor and Sr. Financial Adviser position. However you should be AMFI Certified: a CFP certification would be an added advantage. Since our client is SEBI registered company it is a basic requirement to clear NISM – Investment Advisor Level – 1 certification for Financial Advisor post, please be informed that you have to clear it if selected for the job, minimum experience required is 6 months to 3 yrs.
Key words : CFP, NISM, SEBI, NBFC, AMFI, BFSI, HNI, HNWI, Corporate Sales, Financial Planning, Insurance, Mutual Fund, Broker, adviosary.
NOTE: You can also apply through this link at Monster.com :