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Team Leader

From 2 to 7 Years of experience
INR 350000.00 - 550000.00 / P.A


Job Description

Team Leading Team Handling Leadership ? FOCO Advisors PMS MF-SIP ? Equity ? Insurance Sales

Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives, currency Markets. Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS, Insurance & PMS/ AIFs. Creation of revenue & Activation of Inactive clients through effective Advisory Drive and Terminal Operations Helping & training the Team to Handling Queries & complains of client's & solving it within TAT. Achieving the targets set for Team on Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring, Motivating & enhancing FOCO Advisor's( Team) Advising skills through call tracking, weekly targets & meetings, con calls. Visiting respective franchisee’s where FOCO advisors are placed Daily/ Weekly & Monthly Review with BA’s along with FOCO advisors Monthly Review with HO-Seniors

Desired Candidate Profile

Good communication skills & Knowledge of broking & operations knowledge. Risk profiling of client along with technical and fundamental understanding. Knowledge of trading applications, MS Office, PPT Preparation etc.

Industry : Banking/Financial Services/Broking

Functional Area : BFSI, Investments & Trading

Role :  Insurance Agent / Advisor

Employment Type : Full Time

Qualification : Graduate

Education : MBA/PGDM (Any Specialization)

Gender : No Preference

Language : NA

Age Limit : NA

Notice Period : NA

Vacancies : 1 Nos

Company Profile


SPM HR SOLUTIONS started with the vision of sourcing the right kind of candidates for our partners because people are our assets and capital. We believe the right job can transform a person’s life and the right person can transform a business.
Company Info

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Recruiter Name:

Telephone:9655449001/5, 9655290011,44

Contact Company:SPM HR SOLUTIONS