About the Company We are seeking a dynamic and result-oriented Team Leader – Equity Sales to lead and expand our equity sales business. The ideal candidate should possess robust leadership skills, deep knowledge of financial markets, and the ability to build, manage, and motivate a high-performing sales team. Candidates with an existing team of at least five members will be preferred.

About the Role A short paragraph summarizing the key role responsibilities.

Responsibilities Team Building & Leadership

Recruit, onboard, and manage a team of Equity Advisors/Relationship Managers.

Build and maintain a team of at least 5 sales professionals.

Provide guidance, coaching, and regular performance feedback to team members.

Foster a high-performance culture focused on revenue generation and client acquisition.

Business Development

Drive new client acquisition for Equity, Derivatives, and Investment Products.

Develop and implement effective sales strategies to achieve team targets.

Identify and capitalize on new business opportunities in the market.

Ensure achievement of monthly, quarterly, and annual revenue goals.

Client Relationship Management

Participate in client meetings and portfolio discussions.

Support team members in closing high-value prospects and conversions.

Build strong relationships with HNI and retail clients.

Provide market insights and investment guidance to clients as required.

Performance Management

Monitor individual and team performance through regular reviews.





Ensure productivity metrics, activation rates, and revenue targets are consistently met.

Analyze sales reports and identify areas for improvement.

Implement corrective actions to improve performance and efficiency.

Operational Excellence

Ensure compliance with company policies and regulatory requirements.

Optimize team productivity while maintaining cost efficiency.

Coordinate with internal departments for smooth client onboarding and service delivery.

Maintain accurate records and reports related to team performance and business growth.

Qualifications 6–10 years of experience in Equity Sales, Stock Broking, Wealth Management, or Financial Services.

Proven experience in team handling and sales leadership.

Established network and ability to bring a team of at least 5 members.

Strong knowledge of Equity Markets, Derivatives, Mutual Funds, and Investment Products.

Excellent communication, negotiation, and relationship management skills.

Target-driven with a strong focus on business growth.

Preferred Skills Graduate/Postgraduate in Business, Finance, Commerce, or a related field.

NISM Certification will be an added advantage.

Experience in handling HNI/UHNI clients preferred.

Pay range and compensation package Attractive fixed salary + performance-based incentives.

Leadership role with career growth opportunities.

Supportive and growth-oriented work environment.

Additional rewards and recognition for top performers.

📌 Team Lead (Kolkata)
🏢 Ashika Group
📍 Kolkata