Job Summary

Key Responsibilities

- Lead and supervise a team of Sales Executives to achieve daily, weekly, and monthly business targets.
- Guide and mentor team members on sales techniques, objection handling, and client relationship management.
- Monitor individual and team performance through regular reviews, KPI tracking, and performance feedback.
- Conduct daily sales meetings, training sessions, and motivational activities.
- Develop and implement sales strategies to improve lead conversion and revenue generation.
- Assist team members in closing high-value sales and resolving customer concerns.
- Ensure timely follow-up on leads generated through digital marketing, referrals, and other channels.
- Maintain high standards of customer service and build long-term client relationships.
- Ensure adherence to company policies, SEBI regulations, and compliance requirements.
- Coordinate with Operations, Research, and Customer Support teams for smooth client onboarding and servicing.
- Prepare and submit daily, weekly, and monthly sales performance reports to management.
- Identify training needs and continuously develop team members' product knowledge and sales capabilities.
- Keep the team updated on stock market trends, investment products, and industry developments.

Eligibility

- Bachelor's degree in Business Administration, Finance, Marketing, Commerce, or a related field.
- MBA (preferred).
- NISM Certification (preferred).

Experience

- 2-5 years of experience in stock broking, financial services,



or capital markets.
- At least 1-2 years of experience leading or mentoring a sales team.
- Proven experience in achieving sales targets and managing team performance.

Required Skills :

- Strong knowledge of equity, derivatives, mutual funds, IPOs, and other investment products.
- Excellent leadership, coaching, and people management skills.
- Strong communication, negotiation, and presentation abilities.
- Ability to motivate and inspire a target-driven sales team.
- Analytical mindset with the ability to interpret sales reports and market trends.
- Proficiency in CRM software, Microsoft Excel, and sales reporting tools.
- Strong problem-solving and decision-making abilities.
- Ability to work effectively in a fast-paced and target-oriented environment.

Key Performance Indicators (KPIs)

- Team sales target achievement.
- Revenue generation and business growth.
- Recent client acquisition and activation.
- Lead conversion ratio.
- Team productivity and performance improvement.
- Customer satisfaction and retention.
- Compliance with regulatory and company guidelines.

What We Offer

- Competitive salary with attractive incentives.
- Performance-based bonuses.
- Leadership and career growth opportunities.
- Ongoing training and career development.
- Dynamic and collaborative work environment.
- Employee benefits as per company policy.

Pay: ₹30,000.00 - ₹45,000.00 per month

Work Location: In person

📌 Sales Team Leader (Advisory) (Indore)
🏢 Pheonix Capital Research
📍 Indore