Company: Financial Tree Wealth IMF Private Limited
Location: Rudrapur / Kashipur, Rampur , Haldwani (In office)
Sector: Financial Services
Key Responsibilities
Team Leadership: Manage and motivate a team of 10–15 telesales executives to meet and exceed daily, weekly, and monthly sales targets.
Performance Tracking: Monitor KPIs including call volume, talk time, lead-to-conversion ratios, and pipeline health.
Sales Strategy: Implement effective scripts and pitching techniques for products like SIPs, Life/Health Insurance, and Portfolio Management.
Training & Coaching: Conduct regular product knowledge sessions and "live call" coaching to improve team communication and closing skills.
Quality & Compliance: Ensure all financial advice and sales processes align with regulatory standards (AMFI/NISM).
Reporting: Provide detailed daily reports to senior management on team productivity and market feedback.
The Role:
Lead and motivate a team of 10–15 Relationship Managers to hit sales targets for Mutual Funds, Insurance, and Equity products.
Key Tasks:
Drive Targets: Monitor daily calls and lead conversions.
Coach Team: Conduct "live call" training and product sessions (SIPs, Life/Health Insurance).
Ensure Quality: Maintain high service standards and AMFI/IRDA compliance.
Reporting: Track KPIs and report daily performance to management.
Requirements:
3+ years in Telesales (at least 1 year in a Lead role).
Background in BFSI/Finance is a must.
Robust knowledge of Mutual Funds and Stock Markets.
Fluent in Hindi & English.
Why Join?
Fixed salary + high performance incentives in a growing wealth management firm.
📌 Team Lead Telesales Bfsi Haldwani
🏢 Skywings Advisors
📍 Haldwani
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