Job Description
The candidate will be responsible for driving revenue through the sales team, ensuring proper client handling, building a strong pipeline, and achieving business targets in the unlisted shares segment.
Key ResponsibilitiesTeam Management
• Lead, manage, and mentor the sales team handling unlisted shares.
• Set clear sales targets and ensure regular performance tracking.
• Conduct daily team huddles, review meetings, and one-on-one discussions.
• Monitor individual and team productivity, conversion ratio, and revenue generation.
• Ensure discipline, accountability, and adherence to company processes.
• Support the team in handling complex client discussions and closures.
• Identify training needs and conduct regular coaching sessions.
Sales & Business Development
• Develop and implement sales strategies to achieve monthly and quarterly targets.
• Drive business growth through client acquisition and relationship management.
• Build and maintain a strong pipeline of HNI, UHNI, retail, and investor clients.
• Guide the team in generating leads through references, databases, digital platforms, and networking.
• Ensure proper follow-up on leads and conversion opportunities.
• Track market trends, competitor activity, and investment opportunities in unlisted shares.
• Coordinate with internal stakeholders for deal execution and client servicing.
Client Relationship Management
• Build strong relationships with clients and ensure a high level of customer satisfaction.
• Address escalations and provide timely resolution to client concerns.
• Ensure proper advisory and guidance is provided to clients on available investment opportunities.
• Maintain regular engagement with existing clients for repeat business and referrals.
Desired Candidate Profile
• Bachelor’s degree in Business, Finance, Marketing, or related field.
• MBA preferred.
• 8–10 years of experience in sales, with at least 2–3 years in team handling.
• Prior experience in unlisted shares, stock market, wealth management, PMS, AIF, mutual funds, or financial products preferred.
• Strong understanding of unlisted shares and investment products.
• Excellent communication, negotiation, and leadership skills.
• Ability to drive targets and manage high-pressure environments
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💡 Quick Summary
Seeking a career-building opportunity? The Team Manager-Unlisted Shares position is now open for candidates interested in the Bank Jobs sector. This role in Gurgaon offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.