Team Leader - Investment Relationship / BDTL (Bhopal)

Team Leader - Investment Relationship / BDTL (Bhopal)

24 Aug
|
Sharekhan
|
Bhopal

24 Aug

Sharekhan

Bhopal

Job Overview:

As the Business Development Team Leader (BDTL) / Team Lead - Investment Relationship at Mirae Asset Sharekhan (part of Mirae Asset Financial Group), you will lead a sales team to achieve growth targets in equity broking and investment products. You will play a critical role in managing and motivating the team, expanding the customer base, driving revenue, and ensuring strong performance across the assigned zone/branch.

Key Responsibilities:

- Team Leadership & Sales Target Achievement: Manage a team of 10-12 sales professionals (Relationship Managers/Equity RMs) to consistently hit and exceed sales targets in equity broking, derivatives, commodities, and cross-sell products.
- Strategic Planning & Business Expansion: Design and implement strategic business plans to grow the customer base, enhance market presence, and drive new client acquisitions in the zone/branch.
- Team Management: Handle recruitment, set objectives/KPIs, provide coaching/training, motivate the team, monitor performance, and conduct regular reviews to build a high-performing sales force.
- Client Relationship Building: Foster long-lasting relationships with clients and partners by understanding needs, promoting products, and ensuring high client activity and satisfaction.
- Performance & Reporting: Prepare and present sales/revenue reports, forecasts, client activity MIS,



and performance metrics to management; identify market opportunities, track competition, and implement field sales action plans.
- Product Promotion & Cross-Selling: Train and motivate the team to develop prospect pipelines, effectively cross-sell/up-sell non-core equity products (e.g., mutual funds, advisory, PMS, ETFs, insurance), and maintain accurate Sales MIS.

Qualifications:

- Education: Bachelor's degree or equivalent in any stream.
- Experience: Minimum 5-10 years in financial services/sales (broking, wealth management preferred), including at least 3-4 years in team handling/leadership roles.

- Skills
- Robust communication and interpersonal abilities (oral & written).
- Proven track record in sales target achievement, revenue generation, and team management.
- Ability to work independently and collaboratively in a target-driven, fast-paced environment.
- Client-focused mindset with excellent relationship management and decision-making skills.
- Analytical ability, process adaptation, training/facilitation skills, and knowledge of capital markets/products.

How to Apply: Interested candidates can apply through Naukri, or:

- Email: Send your resume to [email protected]
- WhatsApp: Send your CV to (phone hidden) (please do not call directly).

📌 Team Leader - Investment Relationship / BDTL (Bhopal)
🏢 Sharekhan
📍 Bhopal

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: team leader - investment relationship / bdtl (bhopal) / bhopal

Subscribe to this job alert:

Get the latest job offers by email for: team leader - investment relationship / bdtl (bhopal) / bhopal