Team Lead

Frontiza Services Limited San, Pu; Kolkata District; On-site; INR 600,000 - 900,000; Full time

Job summary

Frontiza Services Limited San, Pu is looking for a dynamic sales team leader to guide the field sales force. You will allocate targets, monitor performance, and conduct regular reviews to drive results.

This role focuses on boosting sales across financial products, handling key customer queries, maintaining relationships, and ensuring accurate reporting and compliance with company policies.

Job description

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 new 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 important or escalated customer queries.
• Maintain strong 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