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 solid 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 prospects with clients.
Encourage active trading and investment through the Ashika platform.