Team Leader Customer Engagement (CEC)
India Job Kart · Mumbai · onsite · Posted 57d ago
About a minute. You'll make an account on the way through.
About this role
Team Leader Customer Engagement (CEC)
Location: Mumbai
Experience: 10+ Years
CTC: 20 to 25 LPA
Industry: Mutual Fund / Asset Management / Wealth Management
Qualification: MBA Marketing / Finance preferred
Team Size: Approx. 10 Relationship Managers
Role Summary
We are looking for an experienced Team Leader – Customer Engagement with a strong background in Mutual Funds, Wealth Management, HNI/UHNI Client Management and Team Handling.
The candidate will lead a team of Relationship Managers and drive business growth through client acquisition, relationship management, investment product sales, upselling and market expansion.
Key Responsibilities
- Lead and manage a team of approximately 10 Relationship Managers.
- Drive achievement of sales, revenue and customer acquisition targets.
- Acquire and manage Retail, HNI and UHNI clients.
- Drive sales and upselling of Mutual Fund and investment products.
- Generate new business through references, open-market activities and existing client relationships.
- Coach, mentor and regularly review the performance of Relationship Managers.
- Support RMs in client meetings, objection handling and sales closures.
- Develop long-term relationships with key investors to generate repeat business.
- Drive improvement in client portfolio value / net worth and overall business volumes.
- Ensure high standards of customer service and relationship management.
- Conduct investor engagement activities, product sessions, events and conferences.
- Monitor team productivity, sales pipeline, client acquisition and target achievement.
Candidate Profile
- 10+ years of sales experience, preferably in Mutual Funds / Wealth Management / Asset Management.
- Strong team-handling experience is mandatory.
- Experience managing Retail, HNI/UHNI and affluent clients.
- Strong understanding of Mutual Funds and investment products.
- Excellent communication, influencing, interpersonal and client-management skills.
- Strong track record of achieving sales and revenue targets.
- MBA in Marketing / Finance preferred.
- NISM certification will be an advantage.
Preferred Background
Candidates currently working as:
Team Leader – Wealth Management | Senior Relationship Manager | Cluster Manager | Wealth Manager | Branch Sales Manager | HNI Relationship Manager | Investment Relationship Manager | Mutual Fund Sales Manager | Customer Engagement Team Leader
Sourced from naukri