Job Responsibility

KEY RESPONSIBILITIES AREA

1. Client Acquisition & Activation

Acquire new clients for equity, derivatives, and mutual fund products.

Achieve monthly targets for account openings and active clients.

Ensure proper client onboarding and activation within defined timelines.

2. Revenue & Business Targets

Drive daily/monthly revenue through brokerage, mutual funds, IPOs, and insurance sales.

Meet assigned sales targets for both volume and value.

Encourage cross-selling of financial products to maximize revenue per client.

3. Client Relationship Management

Build solid relationships with clients to ensure high engagement and repeat business.

Handle client queries, grievances, and escalations effectively.

Maintain high standards of client service to enhance client retention.

4. Sales Strategy Execution

Implement sales campaigns and product promotions as directed by management.

Execute client acquisition and upselling strategies in alignment with regional plans.

Monitor daily productivity and improve lead-to-conversion ratios.

5. Compliance & Documentation

Ensure KYC, risk profiling,



and other documentation are completed in line with SEBI & internal compliance norms.

Maintain clean audit trails and adhere to company SOPs and regulatory frameworks.

Avoid client-level or operational compliance breaches.

6. Reporting & MIS

Submit accurate reports on leads, conversions, revenue, and productivity.

Use CRM tools and internal dashboards for sales tracking and performance reviews.

Share market feedback and suggestions with senior management.

7. Team Collaboration

Work closely with relationship managers, product specialists, and back-office teams.

Coordinate with research and advisory teams to share insights with clients.

Support internal training and knowledge-sharing sessions when required.

Regards

S?atish Tiwari | CHR-Talent & People Matter

+91-XXXXXXXXXX | [email protected] |www.indiratrade.com

Qualification

Graduate /PG Broking Experience required

Package

As per industry standards.

Locations

Indore/Ahemedabad

📌 Sales Manager (India)
🏢 Indira
📍 India