• Managed teams of 15+ employees and monitored projects to ensure progress.• Coaching and guiding team members to enhance their skills and knowledge in the broking industry• Set performance targets for the team and work closely with each team member to ensure they understand and meet their individual targets.• Creatively solved customer issues and provided resolutions to achieve the highest level of customer satisfaction.• Managed and produced daily and weekly reports for the overall business tracking of the team.

• Develop and maintain a long-term relationship with customers to ensure a high level of client retention and provide ongoing support to ensure their satisfaction.• Portraying the role of team mentor and enhancing the productivity of the team through innovative and effective measures.• Responsible for achieving both individual and team sales targets as assigned by the organisation on a monthly basis by utilising effective sales techniques to drive conversions.• Drive the team to generate revenue by providing clients with a range of products, including insurance, SIPs, mutual funds, PMS, and other investment options that are tailored to their needs and risk appetite.

• Responsible for new client acquisition, building new relationships, and increasing depth in existing relationships with clients• Negotiate deals with clients, including fees and commissions, while effectively communicating the value of brokerage services.• Responsible for generating brokerage by advising clients on their portfolio, assessing their risk appetite, and providing investment options through a consultative approach to build trust.• Target potential clientele to generate referrals and increase the total lead base.• Responsible for achieving monthly sales targets by utilising effective sales techniques to drive conversions.• Assisted clients with equity-based investment products and cross-sold third-party products such as insurance, SIPs, mutual funds, and PMS to diversify their portfolio and enhance their investment strategy.