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 current products and competition status.
- Implements national sales programs by developing field sales action plans.

Experience

5 To 10 Years in a broking firm

Education

Graduate

Skills

- Stock Broking
- Equity Broking
- Demat & Trading account
- AIF
- Mutual Funds
- PMS
- Konwledge of Equity Broking & Investment Products

Location - Surat, Ahmedabad, Bangalore, Calicut, Kochi, Trivendrum, GOA, Mumbai, New Delhi

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