Handle and lead a team of equity advisors or telecallers working in stock market-related services.
Monitor daily performance of team members and guide them to achieve sales & revenue targets.
Train new joiners on stock market basics, client communication, and product pitching.
Support the team in client acquisition, retention, and relationship management.
Ensure compliance with SEBI and company norms in advisory and trade-related activities.
Analyze daily reports, call data, and conversion rates to improve performance.
Handle escalated client issues and ensure timely resolution.
Set targets for the team and track their achievement weekly/monthly.
Strong knowledge of equity market, intraday, delivery, and trading platforms like NSE/BSE.
Proven leadership & team management skills.
Good communication and client-handling ability.
Motivational and mentoring attitude towards team members.
Sales and target-driven mindset.
Understanding of brokerage models, margin, demat, and trading account operations.