Wealthy.in - Team Lead - Sales

Description:

• Role Overview
• The Team Lead will be responsible for leading a team of:
• Relationship Managers and Partner Recruiters focused on identifying, onboarding, and activating new financial partners on the Wealthy platform.
• This role requires strong leadership, target orientation, and a hands-on approach to managing sales pipelines and partner conversions in a fast-paced digital sales environment.

Key Responsibilities:

1. Team Management & Leadership

• Lead, coach, and motivate a team of Partner Relationship Managers.
• Set performance targets and ensure consistent achievement through structured reviews and performance tracking.
• Foster a collaborative, high-performance culture focused on partner success.

2. Partner Recruitment & Activation

• Oversee end-to-end partner sourcing, onboarding, and activation processes.
• Support the team in driving partner acquisition through digital and offline channels.
• Ensure timely completion of onboarding formalities and platform familiarization.

3. Business Development & Conversion

• Monitor lead flow, pipeline management, and conversion ratios.
• Identify opportunities for business growth through partner engagement.
• Drive accountability across the team for meeting activation and revenue targets.

4. Training & Development

• Train new team members on product knowledge, sales processes, and CRM tools.
• Conduct regular refreshers on Wealthys value proposition and product suite.
• Share market insights and feedback to enhance recruitment strategies.

5. Reporting & Process Adherence

• Ensure accurate documentation and CRM updates for all partner activities.
• Maintain compliance with internal policies, business ethics, and regulatory norms.
• Provide weekly and monthly performance reports to management

Requirements:

• Graduate degree in any discipline (MBA preferred).
• 4+ years of experience in team handling, sales, business development, or partner recruitment, preferably in financial services, fintech, or mutual fund distribution.
• Proven ability to manage targets and lead sales teams effectively.
• Excellent communication, stakeholder management, and analytical skills.
• Strong proficiency in CRM systems, Excel, and digital sales tools.

What We Offer:

• Opportunity to work with one of Indias fastest-growing WealthTech platforms.
• Attractive performance-linked incentives and fast-track growth opportunities.
• Exposure to a dynamic ecosystem at the intersection of finance and technology.
• Collaborative and high-energy work environment.