Team Leader - Mutual Fund - Amc

Posted: 26 days ago Openings: 1 Applicants: 187
The objective is to lead a team of Relationship Managers and maximize sales by planning and implementing organization strategies. The role requires to drive market expansion in the assigned locations. The Team Leader will be responsible for driving business from open market through his teams and guide team members on closing leads and activate dormant clients.
Key Accountabilities- 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of acquiring Retail and HNI customers
2. To up sell MF products to mapped Retail and HNI Clients and generation of fresh leads through reference to shore up the clientele
3. Regular feedback and review sessions with the team to improve business volume and New client acquisition
4. To coach & mentor the sales team and lead them to achieve the targets
5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business
6. Able to close sales call by working closely with RMs whenever required
7. Ensuring the team delivers highest level of service to clients/HNI customers
8. Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall
9. Ensure timely flow of information internally and externally, monitor external communication of the team regularly
10. Enhancing and upgrading the Client Net worth and achieve sales and revenue targets spread across product mix through the team.
Role Category: Trading, Asset & Wealth Management
Education
UG: Any Graduate
Key Skills
Skills highlighted with '' are preferred keyskills
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Posted by Avani Consulting
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Posted by Avani Consulting
Ahmedabad, Delhi / NCR, Mumbai (All Areas)
Posted 16 Days Ago
Hiring ||Relationship Manager ||Mutual fund Sales||Leading AMC Client of Avaniconsulting
Posted by Avani Consulting
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