Team Lead - Franchise Acquisition

SMIFS; New Delhi; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

SMIFS is seeking an experienced professional to lead a B2B wealth management team in the Delhi region. The role focuses on scaling the partner network, guiding teams to higher productivity, and driving revenue through effective client acquisition strategies.

The ideal candidate will have 6+ years in wealth management or financial services, with MBA/PGDM preferred and a proven track record in managing partner networks and delivering growth in B2B sales.

Qualifications

• Proven experience in managing a team within the B2B segment.
• Strong communication and interpersonal skills.
• In-depth understanding of equity markets and wealth management products.
• Ability to recruit, train, and manage a team of B2B wealth managers.
• Strong leadership and stakeholder management capabilities.

Responsibilities

• Build and expand geographical presence through a strong partner network.
• Lead, manage, and drive team performance to ensure high productivity.
• Monitor and achieve team revenue targets (Target vs Achievement).
• Conduct training programs for partners on financial and wealth products.
• Develop and maintain strong relationships with partners to drive business growth.
• Support team members in client acquisition and revenue generation strategies.

Skills

Team leadership

B2B sales

Communication skills

Wealth management knowledge

Recruitment and training

Stakeholder management

Education

MBA/PGDM in relevant field

Graduate with 7+ years experience

Job description

Key Skills & Requirements

• Proven experience in managing a team within the B2B segment.
• Strong communication and interpersonal skills.
• In-depth understanding of equity markets and wealth management products.
• Ability to recruit, train, and manage a team of B2B wealth managers.
• Strong leadership and stakeholder management capabilities.

Key Responsibilities

• Build and expand geographical presence through a strong partner network.
• Lead, manage, and drive team performance to ensure high productivity.
• Monitor and achieve team revenue targets (Target vs Achievement).
• Conduct training programs for partners on financial and wealth products.
• Develop and maintain strong relationships with partners to drive business growth.
• Support team members in client acquisition and revenue generation strategies.

Preferred Experience

• MBA/PGDM candidates with 6+ years of relevant experience preferred.
• Graduates with 7+ years of relevant experience preferred.
• Experience in wealth management / financial services / B2B sales.
• Prior experience in handling partner networks or distribution channels.