Live · synced from CRM
Team performance.
How your RMs and desks are performing this month — and how AI assistance is changing the leaderboard.
Active RMs
across 6 desks
Clients managed
mapped to RMs
Brokerage MTD
₹
team-wide
AI-assisted touches
%
avg per RM
Brokerage by RM (₹ Lakhs · MTD)
RM leaderboard
| # | RM | Desk | Clients | Brokerage MTD | Conv % | AI-assist % | |
|---|---|---|---|---|---|---|---|
| Aniket Joshi | Mumbai · HNI | 184 | ₹18,40,000 | 38% | 82% | ||
| 2 | Vikram Khanna | Mumbai · NRI | 92 | ₹16,70,000 | 41% | 85% | |
| 3 | Priyanka Shetty | Bangalore · F&O | 156 | ₹15,20,000 | 34% | 78% | |
| 4 | Rohit Bansal | Delhi · Retail | 312 | ₹12,90,000 | 28% | 71% | |
| 5 | Karthik Subramanian | Hyderabad · F&O | 178 | ₹11,30,000 | 32% | 76% | |
| 6 | Meera Krishnan | Chennai · MF | 248 | ₹9,80,000 | 31% | 74% | |
| 7 | Sneha Iyer | Pune · Retail | 268 | ₹7,40,000 | 24% | 68% | |
| 8 | Divya Pillai | Kochi · Retail | 204 | ₹6,80,000 | 26% | 70% |