Team Leader - Investment Relationship / BDTL

Job Overview:

As the Business Development Team Leader (BDTL) / Team Lead - Investment Relationship at Mirae Asset Sharekhan (part of Mirae Asset Financial Group), you will lead a sales team to achieve growth targets in equity broking and investment products. You will play a critical role in managing and motivating the team, expanding the customer base, driving revenue, and ensuring strong performance across the assigned zone/branch.

Key Responsibilities:

• Team Leadership & Sales Target Achievement: Manage a team of 10-12 sales professionals (Relationship Managers/Equity RMs) to consistently hit and exceed sales targets in equity broking, derivatives, commodities, and cross-sell products.
• Strategic Planning & Business Expansion: Design and implement strategic business plans to grow the customer base, enhance market presence, and drive new client acquisitions in the zone/branch.
• Team Management: Handle recruitment, set objectives/KPIs, provide coaching/training, motivate the team, monitor performance, and conduct regular reviews to build a high-performing sales force.
• Client Relationship Building: Foster long-lasting relationships with clients and partners by understanding needs, promoting products, and ensuring high client activity and satisfaction.
• Performance & Reporting: Prepare and present sales/revenue reports, forecasts, client activity MIS, and performance metrics to management; identify market opportunities, track competition, and implement field sales action plans.
• Product Promotion & Cross-Selling: Train and motivate the team to develop prospect pipelines, effectively cross-sell/up-sell non-core equity products (e.g., mutual funds, advisory, PMS, ETFs, insurance), and maintain accurate Sales MIS.

Qualifications:

• Education: Bachelor's degree or equivalent in any stream.
• Experience: Minimum 5-10 years in financial services/sales (broking, wealth management preferred), including at least 3-4 years in team handling/leadership roles.
• Skills:
• Strong communication and interpersonal abilities (oral & written).
• Proven track record in sales target achievement, revenue generation, and team management.
• Ability to work independently and collaboratively in a target-driven, fast-paced environment.
• Client-focused mindset with excellent relationship management and decision-making skills.
• Analytical ability, process adaptation, training/facilitation skills, and knowledge of capital markets/products.