Team Leader - Sales - Wealth Investment - HNI/UNI - NBFC

Hiring Team Leader (Sales) - Wealth Management - Leading NBFC in Nagpur.

- Candidates having relevant experience in Banks or NBFCs should only apply.

- Please refer the Job Details below before applying to the job.

Job Details :

- Team building, managing, and generating business from a team of 3-6 Wealth Managers.

- Business Development and should take care of sales for all Wealth Investment products.

- Overall responsible for revenue generation through sale of Wealth Investment, Third Party Products TPP.

- Responsible for day to day sales planning and revenue achievement of team.

- Handling HNI, Ultra HNI's and Corporate clients and maintain daily contacts with them.

- Serving Institutional Clients & Corporate clients of the company.

- Managing the funds of Corporates, Regional Broking Houses and HNI.

- Responsible for Portfolio Management Services, Structure products

- Coordinating between Branch Sales & Ops for smoother business flow.

- Adapting to policy changes and upgrading product knowledge from time to time and downloading the same to the sales team.

- Handling customer complaints from time to time and resolving them.

- Visiting premium customers when ever situation demands.

- Directing the team to achieve the cross sell targets along with the core business.

- Upgrading market knowledge, competitor information and equipping the team with necessary counter measures to tackle the competition and generate business.