Plot no. 273, Phase II, Udyog Vihar, Sector 20, Gurugram, Haryana, India
Experience
4 - 6 Years
Employee Type
Onroll
What this person should handle
- Lead a team selling Corporate FDs, Bank FDs, Bonds, NCDs and other fixed-income products
- Drive sales through existing customers, partners and new client acquisition
- Achieve team-level revenue/AUM and product sales targets
- Build relationships with HNI/UHNI customers, distributors and channel partners
- Coach the team on product knowledge, pitching and closures
- Track daily pipeline, conversions and team productivity Work closely with Product, Operations and Compliance teams
Ideal Candidate Profile
- 4–8 years of experience in Wealth, Investments, Broking, BFSI or Fintech
- At least 2–3 years of team-handling experience
- Strong experience in selling FDs, Bonds, NCDs, Mutual Funds or other investment products
- Preferably from companies such as wealth platforms, brokers, investment distributors or banks
- Solid understanding of fixed-income products and customer suitability
- Experience managing a target-driven sales team
📌 Team Lead (Gurugram)
🏢 Insurancedekho.com
📍 Gurugram
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