Sub Team Leader

• Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives, currency Markets.
• Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS, Insurance & PMS/ AIFs.
• Creation of revenue & Activation of Inactive clients through effective Advisory Drive and Terminal Operations
• Helping & training the Team to Handling Queries & complains of clients & solving it within TAT.
• Achieving the targets set for Team on Acquiring new clients & retaining the old clients by periodic meetings.
• Profiling clients by conducting in depth review of clients financial requirements, analyzing information & recommending portfolios.
• Monitoring, Motivating & enhancing FOCO Advisor s (Team) Advising skills through call tracking, weekly targets & meetings, con calls.
• Visiting respective franchisee s where FOCO advisors are placed
• Daily/ Weekly & Monthly Review with BA s along with FOCO advisors
• Monthly Review with HO-Seniors

Specifications Required-

• Good communication skills & Knowledge of broking & operations knowledge.
• Risk profiling of clients along with technical and fundamental understanding.
• Knowledge of trading applications, MS Office, PPT Preparation etc.