Sales Team Leader

Key Roles & Responsibilities:

1. Team Leadership & Development:

• Guide & Mentor: Train, motivate, and develop a team of equity advisors/dealers on market dynamics, products, and client skills.

• Performance Management: Set daily/monthly targets, review advisor performance, and provide coaching for productivity.

• Conflict Resolution: Address team conflicts promptly to maintain a positive work environment. 

2. Sales & Revenue Generation:

• Target Achievement: Drive overall branch/team revenue through brokerage and cross-selling other financial products.

• Strategy: Develop and implement sales plans and promotional activities.

• Client Acquisition: Build relationships with high-net-worth individuals (HNIs) and corporate clients. 

3. Client Relationship & Advisory:

• High-Level Support: Handle complex client queries and provide advisory services on asset allocation, risk appetite, and market trends.

• Proactive Service: Ensure existing clients receive proactive, high-quality service.

• Bank Relations: Maintain strong ties with partner banks. 

4. Operations & Compliance:

• Reporting: Prepare and update MIS reports, sales reports, and other business documentation.

• Market Knowledge: Stay updated on market trends, regulations, and best practices, sharing knowledge with the team.

• Compliance: Ensure adherence to regulatory standards in all activities. 

5. Market Expertise:

• Deep Understanding: Possess strong knowledge of capital markets, equities, derivatives (options/futures), and investment strategies.

• Advisory Focus: Manage micro-level advisory, ensuring quality advice and corrective measures for clients. 

• It is a Full Time Sales / Business Development job for candidates with 2 - 4 years of experience.