Role: Team Leader – Client Acquisition & Retention (Sales)
Location: Hilite Business Park, Calicut
About Us
We are IBN Group, a diversified business group with a dynamic portfolio of 7+ companies operating across fintech, education, export, and more. With a strong global presence and offices in Calicut, Dubai, and Russia, we are committed to building innovative ventures that create value and long-term impact.
This hiring is for one of our companies, Fyn Life.
About Fyn Life
Fyn Life is a community-based social media and learning platform designed for traders, investors, and wealth builders. The platform brings together market enthusiasts to learn, discuss, and grow through educational content, expert insights, courses, live sessions, and meaningful community interactions.
Fyn Life focuses on creating a knowledge-driven ecosystem where users can explore topics such as gold, stocks, crypto, trading psychology, macroeconomics, and wealth-building strategies in a responsible and engaging environment.
With a strong emphasis on learning, clarity, and community, Fyn Life aims to help users develop discipline, awareness, and long-term thinking in financial markets.
Role Overview
The Team Leader will be responsible for driving team performance, achieving organizational benchmarks, and ensuring high-quality client management. This role involves leading, mentoring, and monitoring Relationship Managers (RMs) to maximize productivity, improve skill levels, and maintain operational excellence.
Role:
Key Responsibilities
1. Performance & Target Management
- Ensure achievement of company benchmarks (monthly/weekly revenue, client acquisition, deposits).
- Drive individual RM performance to meet and exceed assigned targets.
- Monitor daily, weekly, and monthly KPIs and take corrective actions when required.
- Maintain accountability within the team for consistent performance delivery.
2. Team Leadership & Support
- Lead, motivate, and guide a team of Relationship Managers (RMs).
- Provide continuous support to team members in client handling and conversion strategies.
- Foster a high-performance and result-oriented team culture.
- Act as the first point of escalation for team-related issues.
3. Training & Development
- Conduct onboarding and training sessions for new RMs.
- Identify skill gaps within the team and implement structured training plans.
- Provide ongoing coaching to improve communication, sales techniques, and product knowledge.
- Ensure team members are aligned with company processes and updates.
4. Process Management & Monitoring
- Conduct regular team meetings to review performance, pipeline, and challenges.
- Track and ensure adherence to internal processes and SOPs.
- Maintain and monitor key trackers such as:
- Scorecards
- Daily Progress Reports (DPR)
- Pipeline / Client Acquisition Sheets
- Ensure proper documentation and reporting accuracy.
5. Quality Assurance & Feedback
- Listen to RM call recordings and provide constructive feedback.
- Monitor call quality, client interaction standards, and compliance.
- Implement corrective actions to improve overall communication quality.
- Maintain high standards of client engagement and professionalism.
6. Client & Complaint Handling
- Handle escalated customer complaints effectively and professionally.
- Ensure timely resolution of client issues to maintain satisfaction and retention.
- Coordinate with internal departments for quick problem resolution.
7. CRM & Follow-Up Management
- Ensure proper usage and maintenance of CRM systems by all team members.
- Monitor and enforce timely follow-ups on leads and existing clients.
- Ensure accurate client data entry and status updates.
- Track conversion ratios and optimize follow-up strategies.
8. Productivity & Efficiency Management
- Monitor overall team productivity and efficiency metrics.
- Identify underperforming areas and implement improvement strategies.
- Ensure optimal utilization of resources and time management within the team.
Key Skills & Competencies
- Strong leadership and team management skills
- Excellent communication and interpersonal abilities
- Analytical mindset with performance tracking capabilities
- Problem-solving and decision-making skills
- Strong understanding of sales processes and client lifecycle
- Ability to train, coach, and mentor team members
Requirements:
- Strong communication skills
- Sales-driven mindset
- Minimum 2 years of experience in sales, customer handling, and customer service.
- Bachelor’s degree in Business, Finance, or related field
- Prior experience in Forex / Financial Services / Sales Team Handling
- Experience in managing RM / Sales teams with target-driven roles
What We Offer:
- Good salary + very attractive incentives
- High-growth career opportunity
- Professional and supportive work environment
Work Shift
- Monday to Friday: 9:30 AM to 6:00 PM
- Saturday: 10:00 AM to 5:00 PM
- Every 1st Saturday of the month will be an off day
If you are ambitious, confident, and ready to grow in a performance-driven environment, this is the right opportunity for you.
Pay: ₹25,000.00 - ₹40,000.00 per month
Benefits:
- Cell phone reimbursement
- Leave encashment
- Paid sick time
- Paid time off
Ability to commute/relocate:
- Calicut, Kerala: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Sales: 2 years (Required)
Work Location: In person
