Experience: 5 to 10 years in a broking firm.

Responsibilities

- Client Acquisition
- Revenue generation through Equity Brokerage
- Cross-selling of Financial Products as per the target Equity, Mutual Funds, SIP, Derivatives
- Hand holding of clients during initial phases
- To handle sales promotion activities from time to time
- Prepare and submit required reports from time to time
- Do maintain Sales MIS of the team and report in timely manner
- Achieve growth and hit sales targets by successfully managing the sales team
- Design and implement a strategic business plan that expands company's customer base and ensure its strong presence
- Own recruiting, objectives setting, coaching and performance monitoring of sales representatives
- Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs
- Present sales, revenue and expenses reports and realistic forecasts to the management team; maintain client activity ratio and report the same
- Identify emerging markets and market shifts while being fully aware of recent products and competition status
- Implements national sales programs by developing field sales action plans

📌 Team Manager - Equity Sales (Surat)
🏢 Quick Turtle
📍 Surat