Team Leader

Cognus Technology Limited; Udaipur District; On-site; INR 400,000 - 700,000; Full time

Job summary

MySIPonline is seeking an experienced Team Lead to manage a sales team in the SIP/Mutual Fund investment domain. You will drive mutual fund sales, SIP registrations, and customer acquisition while mentoring the team in pitching, closing, and relationship building.

The role requires 2–5 years in wealth management or FinTech sales, with strong communication and leadership skills. You'll oversee performance dashboards and client onboarding for long-term investments.

Qualifications

• 2–5 years of experience in Mutual Funds, Wealth Management, Financial Services, Banking, Insurance, or FinTech.
• Minimum 1 year of experience in team handling and sales leadership.
• Proven track record of achieving sales targets.
• Strong communication, negotiation, convincing, and closing skills.
• Good understanding of Mutual Funds, SIPs, and investment products.
• Strong customer relationship and team management skills.

Responsibilities

• Lead and motivate the sales team to achieve monthly targets.
• Drive mutual fund sales, SIP registrations, and customer acquisition.
• Manage leads, follow-ups, conversions, and customer onboarding.
• Monitor team performance, sales pipeline, and conversion rates.
• Train the team on product pitching, objection handling, and closing techniques.
• Handle key customers and support the team in closing high-value leads.
• Develop strategies to improve sales conversion and team productivity.
• Maintain daily/weekly/monthly sales reports and dashboards.
• Build and maintain strong customer relationships for long-term investments.

Skills

Team leadership

Sales leadership

Mutual funds

SIPs

Investment products

Customer relationships

Negotiation

Closing skills

Communication

Job description

We are looking for an experiencedand result-oriented Team Lead to manage and drive a sales team in theSIP/Mutual Fund investment domain. The ideal candidate should have strongteam-handling, sales, customer relationships, and leadership skills, along witha good understanding of SIPs and investment products.

Key Responsibilities

• Lead andmotivate the sales team to achieve monthly business targets.
  
• Drive mutual fund sales, SIP registrations, andcustomer acquisition .
  
• Manageleads, follow-ups, conversions, and customer onboarding.
  
• Monitorteam performance, sales pipeline, and conversion rates.
  
• Train theteam on product pitching, objection handling, and closing techniques.
  
• Handle keycustomers and support the team in closing high-value leads.
  
• Developstrategies to improve sales conversion and team productivity.
  
• Maintaindaily/weekly/monthly sales reports and performance dashboards.
  
• Build andmaintain strong customer relationships for long-term investments.
  

Requirements

Requirements

• 2–5 years of experience in Mutual Funds, WealthManagement, Financial Services, Banking, Insurance, or FinTech.
  
• Minimum 1 year of experience in team handling andsales leadership.
  
• Proven track record of achieving sales targets.
  
• Strong communication, negotiation, convincing, andclosing skills.
  
• Good understanding of Mutual Funds, SIPs, andinvestment products.
  
• Strong customer relationship and team managementskills.
  

About MySIPonline

MySIPonline is a digital investment platform focused onhelping individuals make informed investment decisions through MutualFunds, SIPs, and other investment solutions. The platform aims tosimplify the investment journey by providing accessible investment options,customer support, and technology-enabled solutions. As part of the sales team,you will have the opportunity to work in the growing fintech andinvestment services industry and contribute to customer acquisitionand business growth.