Copilot said: Job Title: Team Leader - Broking & Investments
Company: Ashika Stock Broking Limited (Ashika Group)
Work Location: In-Person
Key ResponsibilitiesTeam Leadership
- Lead, mentor, and manage a team of Relationship Managers/Investment Advisors.
- Monitor daily performance and ensure achievement of business targets.
- Conduct regular coaching sessions and provide guidance on client acquisition and relationship management.
- Ensure adherence to company policies, regulatory requirements, and compliance standards.
Client Acquisition & Business Development
- Drive current client acquisition through referrals, leads, and sales initiatives.
- Support the team in achieving Trading and Demat account opening targets.
- Identify opportunities to expand the client base and increase revenue.
Client Relationship Management
- Build and maintain strong relationships with clients.
- Understand clients' financial goals, investment objectives, and risk tolerance.
- Ensure high levels of client satisfaction and retention.
Investment Products & Revenue Generation
- Promote and recommend investment products such as Equities, Mutual Funds, IPOs, Bonds, and other market-linked products as per regulatory guidelines.
- Share market updates, investment insights, and trading opportunities with clients.
- Encourage active trading and investment through the Ashika platform.