Job highlights

- 5 to 10 years experience in broking firm with expertise in equity brokerage and financial product cross-selling

- Client acquisition, revenue generation, managing sales team, preparing sales MIS, implementing strategic business plans, and handling sales promotion activities

Job Summary

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

- Maintain Sales MIS of the team and report in a timely manner

- Achieve growth and hit sales targets by successfully managing the sales team





- Design and implement a strategic business plan that expands the company's customer base and ensures its strong presence

- Own recruiting, objective setting, coaching and performance monitoring of sales representatives

- Build and promote solid, 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

- Implement national sales programs by developing field sales action plans

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