Team Leader (Stock Broking Firm)

Role - Team Leader (Stock Broking Firm )

Salary - Upto 15 Lac + Incentives

Exp - min 5 Plus

Location- Delhi , Chandigarh and Lucknow

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.

Interested candidate please mail me your resume - monica@rypro.co.in