Team Lead

Religare Broking (RBL); Dadri; On-site; INR 600,000 - 1,500,000; Full time

Job summary

Religare Broking (RBL) in India is seeking a sales leader to acquire and nurture relationships with High Net Worth, Retail and corporate clients, and to lead a sales team toward revenue targets. The role demands end-to-end service delivery and proactive client advisory in equity and distribution broking.

The ideal candidate will educate customers on investment avenues, assess risk appetite, and drive asset allocation strategies while ensuring timely MIS reporting; NISM 8 certification and prior

Qualifications

• Must have team handling experience.
• NISM 8 certificate is mandatory.
• Ability to educate customers on various investment avenues and asset allocation.

Responsibilities

• Acquire and build relations with High Net worth, Retail and corporate customers for the company.
• Lead a sales team & achieving revenue and acquisition targets.
• Provide end-to-end service solutions to existing customer relationships on a pro-active manner.
• Manage sales and expansion of Equity, Distribution business & broking activities.
• Educate all segments of customers with various investment avenues and to provide high quality advice on asset allocation.
• Gauge the customers risk appetite, time horizon and provide advisory services accordingly.
• Understand the sensitivity involved in various business classes and provide services within prescribed TAT.
• Conceptualise & implement sales promotional plans through various marketing channels.
• Update customers on changes and trends in the business landscape.
• Continuous updation of MIS Reports or any other business reporting.

Skills

Team leadership

Customer relationship management

Education

NISM 8 Certificate

Job description

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