TEAM LEADER -SALES

Job description

• New client acquisition, building new relationships and increasing depth in existing relationships with clients.


• Selling online broking accounts- Demat account, trading account.


• Identifying customer needs, assessing their appetite and providing them investment options.


• Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.


• Achieving targets as assigned by the organization monthly.


• Migrating offline clients to do online trading


• Will be responsible for acquiring preferred clients


• To coordinate with product and research team for taking investment decision for the clients.


• To conduct and assist in organizing seminars, workshops and other business development activities.


• To achieve budgeted targets in terms of number of clients/volume of business & assets, through the team.


• To research, investigate and update themselves on available investment.


• To contact clients periodically and determine if they are satisfied with the service and returns generated.


• To review the client’s investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.


• Key products to be handled are –Structured product, debt segment Mutual Funds, Insurance,Bonds, Trading Equity, and Commodities & Currency.


• Regular updates to the immediate superior as a when required.


• Team handling