Role & responsibilities :

Team Management
Lead, supervise and motivate the sales team.
Allocate daily/weekly targets to team members.
Monitor attendance, productivity and discipline.
Conduct regular team meetings and performance reviews.

Sales & Business Development
Achieve monthly and quarterly team sales targets.
Drive business through Mutual Funds, SIP, Demat, Life Insurance, Term Insurance, FD and other financial products.
Generate new leads and ensure proper follow-up.
Support team members in converting leads into customers.

Performance Management
Track individual and team KPIs.
Prepare daily sales reports and performance updates.
Identify underperforming employees and provide coaching.
Implement corrective actions wherever required.

Training & Development
Train recent employees on products, sales processes and customer handling.
Conduct regular product and sales training.




Coach team members on objection handling, negotiation and closing techniques.

Customer & Client Management
Handle significant or escalated customer queries.
Maintain robust customer relationships.
Ensure proper documentation and timely processing of client requirements.

Reporting & Coordination
Submit daily/weekly/monthly sales reports to management.
Coordinate with HR, Branch Managers and senior management.
Maintain accurate records of leads, conversions and revenue.
Communicate management instructions effectively to the team.

Compliance & Quality
Ensure employees follow company policies and financial-service procedures.
Check the quality and accuracy of customer documentation.
Ensure ethical sales practices and proper customer communication

📌 Team Lead Kolkata
🏢 Frontiza Services Limited San, Pu
📍 Kolkata