Financial Sales Team Leader

Job description : Role Overview

The Saripay Sales Team Lead is responsible for managing and scaling a sales area or region, overseeing a team of up to 10 Sales Executives. This role combines leadership, field execution, and compliance discipline to drive customer acquisition and ensure high performance across the team. The Team Lead is accountable for local hiring, onboarding, training, daily field coaching, and performance management of their team. They are expected to enforce Saripay’s compliance and regulatory standards, deliver structured PIPs for underperforming executives, and consistently meet area-level acquisition targets.

Key Responsibilities

Leadership & Team Management

Lead, coach, and mentor a team of 10 Sales Executives to achieve and exceed acquisition targets.

Conduct daily field visits to monitor execution, provide coaching, and ensure strong frontline discipline.

Facilitate team onboarding and ongoing training to strengthen product knowledge and sales effectiveness.

Identify underperformance and implement structured Performance Improvement Plans (PIP) when necessary.

Field & Sales Operations

Oversee booth activations, field prospecting, and lead conversion within assigned areas.

Ensure Sales Executives follow Saripay’s compliance and regulatory guidelines in customer acquisition.

Monitor customer pipeline quality, KYC completeness, and accuracy of documentation.

Provide regular area performance reports, insights, and corrective actions to the Regional Sales Manager.

Compliance & Discipline

Enforce Saripay’s operational policies, ethical selling standards, and regulatory compliance.

Uphold proper reporting, data management, and adherence to financial conduct requirements.

Local Talent Development

Manage local hiring and onboarding of Sales Executives within the assigned area / region.

Serve as the point of contact for sales-related issues and operational escalations.

Key Performance Indicators (KPIs)

Achievement of team acquisition targets on a weekly / monthly basis.

Conversion rate of sign-ups to active, onboarded customers.

Compliance score (adherence to Saripay policies, documentation, and regulatory requirements).

Sales Executive retention and performance improvement outcomes.

Quality of reporting and field insights shared with management.

Qualifications

Bachelor’s degree in Business Administration, Finance, Marketing, Economics, or related field. An undergraduate degree is mandatory with experience in top tier banks or fintech is preferred.

At least 4+ years of experience in sales, field operations, or customer acquisition; at least 2 years in a team lead or supervisory capacity.

Strong understanding of credit and payments business models, with ability to read and interpret MSME financial statements and cash flow.

Excellent leadership, coaching, and performance management skills.

Strong interpersonal and communication skills, with ability to engage MSME owners and stakeholders.

Proactive, results-driven, and disciplined in field execution.

Willingness to travel extensively within the assigned area / region. 75%+ field and travel.