Lead, mentor, and motivate a team of advisors to achieve daily, weekly, and monthly targets.
Monitor team performance and provide regular feedback, coaching, and skill development.
Conduct team meetings, morning briefings, and training sessions on market trends, products, and sales techniques.
Ensure proper task allocation and efficient workflow within the team.
Stay updated with stock market trends, economic developments, and financial news.
Provide strategic inputs and support to advisors for generating accurate trading calls and investment ideas.
Ensure the team offers high-quality advice aligned with company research and SEBI guidelines.
Assist team members in handling premium and high-value clients.
Resolve escalations related to advisory services, trade execution, or client concerns.
Ensure high standards of customer satisfaction and retention.
Drive team to achieve assigned revenue, acquisition, and activation targets.
Track daily performance metrics and implement strategies for improvement.
Work closely with management to plan and execute sales strategies for business growth.
Ensure strict adherence to SEBI/regulatory guidelines and internal company policies.
Monitor quality of advisory calls and client communication to maintain ethical standards.
Maintain accurate reports, documentation, and trade records as per compliance requirements.
Identify training needs of team members and coordinate skill enhancement programs.
Develop advisors’ knowledge in technical analysis, fundamental analysis, market strategies, and communication skills.