- 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 Solid 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 New Products and Competition Status
- Implements National Sales Programs by Developing Field Sales Action Plans