ABOUT UPSTOX : 

Upstox is one of India's leading Fin-Tech companies with a mission to simplify trading & investing to make it easily accessible to the masses. We aim to enable everyone, from new investors to seasoned traders, to invest across multiple categories with our state-of-the-art trade & investment platform and commission-free pricing. We offer numerous asset categories to invest in, like Stocks, Digital Gold, IPOs, Mutual Funds, and more.

By focusing on our customers- needs and equipping them with personalized yet powerful tools, we witnessed a steep growth of 800% in our customer base from 25 Thousand in 2017 to 2 Lakh in 2019. With 1500% growth in 2020, currently, over 3 million customers trust us with their investment decisions, thus setting us on the course to become an industry-leader in the country.

Our mission is simple - to break down the complexities of investing and make it more effortless, accessible, affordable, and easy for the masses to adopt. This key principle when infused with intuitive design and leading-edge technology will help us empower every Indian to take control of their investments.

RKSV Securities was founded by Ravi Kumar and Shrinivas Viswanath in 2009 and was soon graced by Kavitha Subramanian as the third co-founder in 2016. Backed by Ratan Tata, Upstox had raised $4 million in Series A funding in early 2016 that was led by Kalaari Capital. The Series B funding round scaled multifolds and witnessed an investment of $25 million by US-based investment firm - Tiger Global Management in September 2019.

We have a team of highly skilled technology and finance professionals, and are currently looking for highly motivated field experts to be part of our high-energy team.

Position - Team Leader

Key accountabilities and responsibilities :

- Handling a team Call center executives for the assigned area for sales.

- Incharge of UCC target completion on a regular basis.

- Complete responsibility for lead generation, sales & lead conversion.

- Handling responsibility of Lead Management.

- Coordination with different Dept to ensure smooth transition of work

- Working with a complete outbound sales process with EOS.

- Handling team with their performance, attrition management etc.

- Time to time meetings with existing customers for service feedback.

- Maintaining relationships with existing customers.

- Responsible for Daily/Monthly/Quarterly Performance analysis

- Monthly reviews meet with the team and management for quality check purposes.

- Observing the performance of the callers on floor - regarding Sales and improving their performance.

- Identifying training needs across levels through mapping of skills

- Maintaining sales reports with other relevant reports in order to give the true picture to the management.

Professional experience and qualifications :

- Graduation with minimum 3 yrs of sales experience.

- 1+ year experience in team handling

Special competencies:

- Must have excel experience (Eg - VLOOKUP, Pivot)

- Financial industry candidates will be preferred

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