Team Manager

Jainam Broking Limited; Kolkata District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Jainam Broking Limited in Kolkata seeks a results-driven sales professional to lead client acquisition in stock market services. You will build a robust pipeline, deliver engaging presentations, onboard new clients, and collaborate with marketing and product teams to tailor offerings.

Ideal candidates have a background in financial services sales, strong communication, leadership abilities to mentor junior executives, and proficiency with CRM and MS Office to track activity and outcomes.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics or related field.
• Proven sales or business development experience in financial services or stock market industries.
• Experience in a team-leading or supervisory role in sales is a plus.

Responsibilities

• Identify and acquire potential stock market clients and build a strong sales pipeline.
• Meet and exceed monthly, quarterly, and annual sales targets with strategic planning.
• Maintain and strengthen client relationships through proactive communication and high-quality service.
• Stay updated on market trends and opportunities to generate sales leads.
• Use CRM tools to track leads, manage interactions, and maintain accurate activity records.
• Oversee onboarding of new clients and guide them through account setup and investment options.
• Mentor and train junior sales executives to achieve targets and improve productivity.
• Prepare regular sales reports and market analysis for management.

Skills

Communication

Negotiation

Presentation

Client relationships

Leadership

CRM

MS Office

Goal-oriented

Education

Bachelor's degree in Finance, Business Administration, Economics

Tools

CRM software

Microsoft Office

Job description

Job Description:

Job Description:

Client Acquisition

• Identify and approach potential clients interested in stock market investment services.
  
• Conduct cold calling, networking, and lead generation to build a strong pipeline of prospective clients.
  
• Deliver engaging presentations and product demonstrations to clients, showcasing the value of our stock market services.
  

Sales Target Achievement

• Meet and exceed monthly, quarterly, and annual sales targets.
  
• Develop and implement effective sales strategies and plans to maximize revenue.
  
• Continuously monitor and report on sales performance, adjusting tactics as necessary to achieve targets.
  

Client Relationship Management

• Build and maintain strong, long-lasting relationships with clients by understanding their investment needs.
  
• Act as the primary point of contact for clients, addressing their inquiries and providing relevant market information.
  
• Enhance client satisfaction by ensuring a high level of service and timely support.
  

Market Analysis & Trend Identification

• Stay updated on stock market trends, investment opportunities, and competitor activities.
  
• Analyze market trends and feedback to identify potential business opportunities.
  
• Integrate industry insights into sales presentations and strategies to appeal to clients needs.
  

Sales Process Management

• Use CRM tools to track leads, manage client interactions, and maintain accurate records of sales activities.
  
• Ensure smooth onboarding for new clients, guiding them through account setup and initial investment options.
  
• Collaborate with internal teams to align sales efforts with marketing campaigns and service offerings.
  

Team Leadership & Training

• Lead and mentor a team of junior sales executives, providing guidance and support in achieving sales targets.
  
• Conduct regular training sessions to enhance the team’s knowledge of stock market products, sales techniques, and industry regulations.
  
• Monitor team performance, provide constructive feedback, and implement strategies to improve overall productivity.
  
• Foster a results-driven team culture by motivating and inspiring members to meet and exceed goals.
  

Product Knowledge & Training

• Continuously enhance knowledge of stock market products, services, and regulatory guidelines.
  
• Participate in training programs to stay updated on new services, financial regulations, and stock market trends.
  
• Educate clients about stock market basics, investment risks, and potential returns to support informed decisions.
  

Reporting & Documentation

• Prepare and submit regular sales reports, forecasts, and market analyses to management.
  
• Maintain thorough documentation of sales activities, client interactions, and business development efforts.
  

Qualifications:

Education:

• Bachelors degree in Finance, Business Administration, Economics, or a related field.
  

Experience:

• Proven experience in sales or business development within the financial services or stock market industry preferred.
  
• Strong understanding of stock market products, trading, and investment basics.
  
• Prior experience in a team-leading or supervisory role in sales is a plus.
  

Skills:

• Excellent communication, negotiation, and presentation skills.
  
• Ability to build rapport and manage relationships with diverse clients.
  
• Strong leadership skills with the ability to mentor and guide a sales team.
  
• Proficiency in CRM software and Microsoft Office Suite.
  
• Goal-oriented, self-motivated, and able to work in a target-driven environment.
  

Preferred Qualifications:

• Certifications related to finance or stock market operations.
  
• Familiarity with stock trading platforms and investment analysis tools.
  
• Ability to adapt to fast-changing market trends and investment opportunities.
  

Requirements: