Hiring: Team Lead / Sales Manager – Financial Services

Location: Kalyani Nagar - Pune - Maharashtra.

Experience: 2–5 Years

Employment Type: Full-Time

Industry: Financial Services / Loans / Banking & NBFC

About the Role

We are looking for a highly motivated Team Lead / Sales Manager to lead our sales team, drive business growth, improve lead conversion, and achieve monthly sales targets.

The ideal candidate should have strong sales leadership, team management, customer handling, and financial product knowledge, preferably in the Loan / Banking / NBFC / DSA / Fintech industry.

Key Responsibilities

Lead, manage, and motivate the sales team to achieve daily, monthly, and quarterly targets.

Allocate leads to team members and ensure timely follow-up and conversion.

Monitor individual and team-wise sales performance, login, sanction, disbursement, and productivity.

Drive business for Business Loans, MSME/SME Loans, Personal Loans, Home Loans, LAP and other financial products.

Develop new business opportunities through customer references, market visits, telecalling, digital leads, and other channels.

Guide team members on customer interaction, product pitching, eligibility, documentation, and case processing.

Coordinate with Banks, NBFCs, Credit Teams, Operations, and other internal departments for smooth case processing.

Track pending cases and ensure timely submission of required documents.

Analyze sales data and prepare daily/weekly/monthly performance reports.

Identify performance gaps and provide coaching and training to team members.

Ensure proper follow-up from lead → login → approval/sanction → disbursement.





Maintain strong relationships with customers, channel partners, connectors, and financial institutions.

Ensure compliance with company policies and responsible sales practices.

Take ownership of team productivity and contribute to overall business growth.

Candidate Requirements

Graduate in any discipline; MBA/PGDM in Sales/Marketing/Finance will be an advantage.

2–5 years of experience in Sales/Team Handling.

Experience in Banking, NBFC, DSA, Fintech, Loan or Financial Services preferred.

Solid communication and negotiation skills.

Good knowledge of loan products and basic financial concepts.

Proven ability to achieve sales targets.

Strong leadership and team-management skills.

Good knowledge of MS Excel, CRM, WhatsApp Business and reporting tools.

Ability to work in a target-oriented and fast-paced environment.

Key Performance Indicators (KPIs)

Team Sales & Revenue

Lead Conversion Ratio

Login & Sanction Volume

Disbursement

Individual & Team Productivity

Lead Follow-up & Pending Case Management

New Customer/Connector Acquisition

Team Retention & Performance

What We Offer

Competitive Salary + Attractive Performance Incentives

Career Growth Opportunities

Leadership & Team Management Exposure

Performance-based Rewards

Opportunity to work across multiple Banking & NBFC products

Who Should Apply?

If you are a result-oriented sales professional who enjoys leading a team, building business relationships, and achieving ambitious targets, we'd love to hear from you!

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📌 Team Lead Manager (Pune)
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