Team Leader - Mutual Funds & SIP

MySIPonline; Udaipur District; On-site; INR 1,030,000 - 1,140,000; Full time

Job summary

MySIPonline is seeking a Team Lead to drive mutual fund and SIP sales while leading a sales team to meet monthly targets. You will manage leads, follow-ups, and conversions, mentor the team on effective sales techniques, and handle key customers and high value leads.

Regular MIS reporting will track performance and outcomes. Ideal candidates have UG qualifications and proven leadership in sales within the financial services space.

Qualifications

• UG: Any Graduate
• Strong communication and negotiation skills required.
• Experience in sales leadership or team lead roles preferred.

Responsibilities

• Lead sales team to achieve monthly targets.
• Drive Mutual Fund & SIP sales.
• Manage leads, follow-up and conversions.
• Mentor team on sales techniques.
• Handle key customers and high value leads.
• Track performance and maintain MIS reports.

Skills

Lead sales

SIP sales

Mutual fund sales

Lead management

MIS reporting

Education

Any Graduate

Job description

Requirements

• Lead sales team to achieve monthly targets
• Drive Mutual Fund & SIP sales
• Manage leads, follow-up and conversions
• Mentor team on sales techniques
• Handle key customers and high value lead
• Track performance and maintain MIS reports

Role Category: BFSI, Investments & Trading - Other

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘’ are preferred keyskills

MySIPonline, a digital mutual fund investment platform that simplifies investing through SIPs, mutual funds, goal-based planning, portfolio analysis, and technology-driven investment solutions, helping investors build long-term wealth.

Team Lead in MySIPonline typically earns between ₹10.3 - ₹11.4 L/yr See detailed salary breakup Powered by