Job Summary We are looking for an experienced and result-oriented Team Lead to manage and drive a sales team in the SIP/Mutual Fund investment domain. The ideal candidate should have strong team-handling, sales, customer…
Job Summary We are looking for a dynamic and motivated Sales Executive to drive customer acquisition and generate business through the sale of Mutual Funds and SIP investment products. The role involves identifying poten…
Skills: Sales, Lead Generation, Mutual Funds, SIP, Customer Acquisition
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Full-time
Posted 1d ago
~40 hrs/week
Responsibilities
The Team Leader will manage and motivate a sales team to achieve business targets for mutual funds and SIP registrations. They are responsible for monitoring team performance, developing sales strategies, and providing training on product pitching and closing techniques.
Requirements
Candidates must have 2-5 years of experience in financial services or fintech, with at least 1 year in a team leadership role. A strong understanding of mutual funds and investment products is required, along with proven sales performance.
Full job description
Job Summary
We are looking for an experienced
and result-oriented Team Lead to manage and drive a sales team in the
SIP/Mutual Fund investment domain. The ideal candidate should have strong
team-handling, sales, customer relationships, and leadership skills, along with
a good understanding of SIPs and investment products.
Key Responsibilities
Lead and
motivate the sales team to achieve monthly business targets.
Drive mutual fund sales, SIP registrations, and
customer acquisition.
Manage
leads, follow-ups, conversions, and customer onboarding.
Monitor
team performance, sales pipeline, and conversion rates.
Train the
team on product pitching, objection handling, and closing techniques.
Handle key
customers and support the team in closing high-value leads.
Develop
strategies to improve sales conversion and team productivity.
Maintain
daily/weekly/monthly sales reports and performance dashboards.
Build and
maintain strong customer relationships for long-term investments.
Requirements
Requirements
2–5 years of experience in Mutual Funds, Wealth
Management, Financial Services, Banking, Insurance, or FinTech.
Minimum 1 year of experience in team handling and
sales leadership.
Proven track record of achieving sales targets.
Strong communication, negotiation, convincing, and
closing skills.
Good understanding of Mutual Funds, SIPs, and
investment products.
Strong customer relationship and team management
skills.
About MySIPonline
MySIPonline is a digital investment platform focused on
helping individuals make informed investment decisions through Mutual
Funds, SIPs, and other investment solutions. The platform aims to
simplify the investment journey by providing accessible investment options,
customer support, and technology-enabled solutions. As part of the sales team,
you will have the opportunity to work in the growing fintech and
investment services industry and contribute to customer acquisition
and business growth.
Providing Simplified Information Technology Solutions
Industry
Information Technology & Services
Company size
201-500 employees
Founded
2008
Headquarters
Udaipur, Rajasthan
LinkedIn followers
12,647
Cognus Technology is an innovative digital marketing agency which has expertise and experience based throughout the whole marketing spectrum. Our unique approach to marketing caters primarily for newly found start-up, small & medium sized businesses to large multinational who simply want a refreshed marketing strategy, without being contracted to lengthy commitments and fees.
We're a young vibrant team of 60+ marketing consultants, who plan, produce and manage digital marketing campaigns focused on rapid and quantifiable return on investment (ROI). Listening to our clients and delivering trustworthy, impartial opinions and advice to meet their goals is central to everything we do. We work with our clients to develop goals and marketing strategies to support and deliver on their aims.
Our approach is simple; we combine consultative strategy, creative ideas and innovative marketing solutions to deliver quantifiable results for our clients. Our objective is to ensure our client’s brand engages with their customers, and builds a sustainable meaningful association. Cognus is building a reputation for giving clear and concise marketing solutions, advice and developing marketing communication strategies that are unique, individual and cost effective to every client in their relevant market segment.
Offices: Saheli Marg, 3rd Floor, Block B, 5A Building, Udaipur, Rajasthan 313001, IN · Hatton Garden, Holborn, London UK, GB
Providing Simplified Information Technology Solutions
Industry
Information Technology & Services
Company size
201-500 employees
Founded
2008
Headquarters
Udaipur, Rajasthan
LinkedIn followers
12,647
Cognus Technology is an innovative digital marketing agency which has expertise and experience based throughout the whole marketing spectrum. Our unique approach to marketing caters primarily for newly found start-up, small & medium sized businesses to large multinational who simply want a refreshed marketing strategy, without being contracted to lengthy commitments and fees.
We're a young vibrant team of 60+ marketing consultants, who plan, produce and manage digital marketing campaigns focused on rapid and quantifiable return on investment (ROI). Listening to our clients and delivering trustworthy, impartial opinions and advice to meet their goals is central to everything we do. We work with our clients to develop goals and marketing strategies to support and deliver on their aims.
Our approach is simple; we combine consultative strategy, creative ideas and innovative marketing solutions to deliver quantifiable results for our clients. Our objective is to ensure our client’s brand engages with their customers, and builds a sustainable meaningful association. Cognus is building a reputation for giving clear and concise marketing solutions, advice and developing marketing communication strategies that are unique, individual and cost effective to every client in their relevant market segment.
Offices: Saheli Marg, 3rd Floor, Block B, 5A Building, Udaipur, Rajasthan 313001, IN · Hatton Garden, Holborn, London UK, GB