Job
Description
📍 Location: Mumbai, Ahmedabad, Bangalore, Baroda, Bharuch, Chandigarh, Chennai, Kolkata, Coimbatore, Delhi, Hyderabad 📊 Experience: 5 to 10 years 💰 CTC: 35-40 LPA 🎯 Industry: Broking/ Wealth Management/ Financial Services JOB DESCRIPTION As a Team Leader in a broking firm and Wealth Management, your role will involve leading and managing a team of 8 to 10 Relationship Managers (RMs) to drive business growth by acquiring new clients, promoting Demat accounts, and cross-selling third-party products. You will be responsible for setting sales targets, providing guidance to the team, and ensuring exceptional customer service to maximize client satisfaction and retention. Key Responsibilities: 1. Leadership and Team Management: Provide strong leadership and guidance to the team of Relationship Managers on their KRA’s Set clear performance goals and targets, and monitor individual and team progress. Conduct regular team meetings to communicate updates, strategies, and performance expectations. Motivate and help team members to achieve their sales and business objectives. Identify training and development needs of the team and provide coaching and support as required. 2. Sales and Business Development: Develop and implement sales strategies to generate new business and achieve revenue targets. Drive the acquisition of new clients by promoting our service and highlighting the benefits. Ensure Relationship Managers maintain a high level of product knowledge and effectively communicate and our Strength Monitor sales activities, track conversion rates, and analyze performance metrics. Collaborate with the marketing department to develop marketing campaigns and promotional activities. 3. Cross-Selling Third-Party Products: Identify opportunities for cross-selling third-party products and services to clients. Collaborate with product teams and vendors to understand product offerings and develop effective cross-selling strategies. Train and educate Relationship Managers on third-party products and their benefits. Monitor cross-selling activities and provide support and guidance to the team. 4. Customer Service and Relationship Management: Ensure the team provides exceptional customer service to clients, addressing their queries and resolving issues in a timely manner. Foster strong client relationships and maintain regular communication with key clients. Monitor client satisfaction levels and take appropriate actions to enhance client retention. Conduct client meetings regularly and participate in client presentations as required. 5. Reporting and Analysis: Prepare regular sales reports, performance dashboards, and other relevant metrics. Analyze data to identify trends, patterns, and areas for improvement. Provide insights and recommendations to management based on data analysis. Qualifications and Skills: Bachelor's degree in a relevant field (finance, business, economics, etc.) or equivalent experience. Proven experience as a team leader or in a similar supervisory role within the broking industry and Wealth Management. Strong understanding of financial markets, investment products, and broking operations. Excellent sales and negotiation skills with a track record of achieving targets. Ability to motivate and manage a team effectively. Exceptional communication and interpersonal skills. Proficiency in using relevant computer applications and software. Show more Show less
