Job Summary
We are looking for a dynamic and result-oriented Team Lead – PCG Sales to lead a team of Relationship Managers while actively driving individual business performance. The role requires a self-driven leader with strong expertise in wealth management, financial products, client acquisition, and team management. The incumbent will be responsible for achieving revenue targets, developing high-performing sales teams, building strong client relationships, and driving business growth across the assigned region.
Job Description
Role: Team Lead – PCG Sales
Department: Sales – PCG
Reporting To: Vertical Head / Regional Head
Key Responsibilities
- Achieve individual and team revenue targets while driving business growth.
- Lead, mentor, and develop a team of Relationship Managers.
- Recruit, onboard, and train new sales team members.
- Conduct regular performance reviews and provide coaching for continuous improvement.
- Build and maintain strong client relationships through a consultative sales approach.
- Understand client investment objectives and recommend suitable wealth management solutions.
- Drive cross-selling and up-selling opportunities across investment and insurance products.
- Ensure team productivity, engagement, and adherence to business processes.
- Monitor market trends and identify new business opportunities.
- Collaborate with internal stakeholders to enhance client experience and revenue generation
Profile Description
- 7-9 years of experience in Financial Services, Wealth Management, Broking, Banking, or Investment Advisory.
- Minimum 1-2 years of experience handling sales teams and leading Relationship Managers.
- Strong understanding of Financial Markets and Wealth Products.
- Experience in managing High Net Worth Individuals (HNI) and affluent clients.
- Proven track record of achieving and exceeding sales and revenue targets.
- Excellent relationship management and client acquisition capabilities.
- Strong leadership, coaching, and team-building skills.
- Effective communication, stakeholder management, and presentation skills.
- Ability to analyze client investment needs and recommend suitable financial solutions.
- Strong problem-solving, decision-making, and multitasking abilities.
