Virtual Wealth Sales Manager

Company Overview: FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory, Retirement Planning and Tax planning solutions followed by investment execution to complete the entire circle. Committed to driving transformative change, we take pride in being among the early adopters of technology-driven wealth management solutions in the Indian financial landscape. Our vision is to empower and educate individuals to make informed financial decisions and easily track their finances in realtime. Originally incubated in Mumbai, we have presence in Mumbai, New Delhi. Recently opened an office in Dubai to service the growing global diaspora of NRIs and provide them world-class fee based advisory and global wealth management solutions.

www.fintoo.in

Job Title: Virtual Wealth Sales Manager

Location: Mumbai

Employment Type: Full-time

Hybrid Work Option: Available

Job Description : As the Virtual Wealth Sales Manager for our Financial Health Check-up Solution, you will play a pivotal role in building and leading a high-performing tele sales team from the ground up.

Your responsibilities include:

1. Team Building: Recruit, train, and mentor a team of inside sales representatives to achieve optimum performance levels.

2. Lead Interaction: Engage with leads generated, building prospects and nurturing relationships to arrange meetings between Wealth Advisors and potential clients.

3. Cold Calling: Execute outbound calls, including cold calls and calls to leads, to promote our financial health check-up solution.

4. Lead Generation: Develop and implement strategies for effective lead generation, ensuring a steady flow of potential clients.

5. Performance Monitoring: Set performance targets, monitor individual and team performance, and implement strategies to drive results.

6. Reporting: Provide regular reports on team performance, lead conversion rates, and other relevant metrics.

7. Training and Development: Continuously train and develop team members to enhance their product knowledge, communication skills, and sales techniques.

8. Collaboration: Work closely with other departments to ensure seamless coordination and alignment of sales efforts with overall business goals.

Qualifications:

- Proven experience in building and leading successful inside sales teams.

- Strong background in cold calling, lead generation, and meeting scheduling.

- Proficiency in Microsoft Excel and Word is essential.

- Excellent communication and interpersonal skills.

- Demonstrated ability to set and achieve ambitious sales targets.

- Prior experience in the financial services sector is a plus.