Team Lead

Role & responsibilities

• To acquire and build relations with High Net worth, Retail

and corporate customers for the company through

• To lead a sales team & achieving revenue and acquisition

targets

• To provide end-to-end service solutions to existing

customer relationships on a pro-active manner

• Responsible to manage sales and expansion of Equity,

Distribution business & broking activities

• To educate all segments of customers with various

investment avenues available and to provide high quality

advise to them on their assets allocation.

• To gauge the customers risk appetite, time horizon and

provide him advisory services in line with customers

• Understanding the sensitivity involved in various business

classes and providing them services within a prescribed

turn around time (TAT).

• Conceptualise & implement sales promotional plan through

various marketing channels

• Updating customers on the changes an trends on the

business landscape

• Continuous up-dation of the MIS Reports or any other

business reporting (daily-weekly-monthly sales reports)

Handling Onbaording Team

Previously Team Handling Experience is Mandatory

Preferred candidate profile

NISM 8 Certificate is Mandatory