• Lead, motivate and manage a team of Client Acquisition Executives to hit and exceed account-opening and deposit targets.
• Coach the team daily on calls, conversion technique and objection handling, and run regular one-to-ones and performance reviews.
• Track team and individual KPIs daily — calls, account openings, first-time deposits and conversion — and act quickly on the numbers.
• Allocate leads across the team to maximize conversion, balance workload and maintain fairness.
• Produce accurate daily and weekly sales reports for senior leadership.
• Manage daily activity levels and maintain a high-energy, compliant sales floor.
• Train, mentor and onboard new and developing executives, and address underperformance early.
• Ensure the team operates within all compliance and regulatory requirements.