Team Leader
Cognus Technology · Udaipur · onsite · Posted 62d ago
Undisclosed1–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Summary
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
We are looking for an experienced and result-oriented Team Lead to manage and drive a sales team in the SIP/Mutual Fund investment domain. The ideal candidate should have strong team-handling, sales, customer relationships, and leadership skills, along with a good understanding of SIPs and investment products.
Responsibilities - Lead and motivate the sales team to achieve monthly business 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 performance dashboards.
- Build and maintain strong customer relationships for long-term investments.
- 25 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.
- Full time
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
Customer SupportCustomer OnboardingInvestment ProductsBankingMutual FundsFintechOnboardingCustomer RelationshipSalesobjection handlingIT ServicesFinancial ServicesCustomer AcquisitionCustomer RelationshipsPitching
About Cognus Technology
Cognus Technology
IT Services & Consulting
229
employees
2008
18 years old
Udaipur, Rajasthan
India
₹2.8L PA avg
Avg at Cognus Technology
About
Established in 2008, Cognus Technology is revolutionizing how people navigate digital spaces. This makes it one of the fast-developing companies providing the best Information Technology solutions and cutting-edge opportunities. This is why it’s called for transforming technologies and empowering the future.We Are Enabling Success in the Digital Age. Our passion for innovation, customer satisfaction-centric approach, specialization in developing tailored solutions, sustainable growth, and digital transformation ambitions unlock the full potential for success. We are keen to detail and punctual to your deadlines. Our on-time work and alignment with your needs make us stand out and be on top of the journey.
Industries
IT Services & Consulting
Employee ratings
10 reviews
2.3/ 5
Culture
2.6
Career growth
1.9
Work-life
2.2
Employees rate it well for
Skill Development27Job Security26
Find them on