Sales Executive (Stock Market Sales)

About the job

• We are looking for a driven and customer-focused Sales Executive to connect with prospective investors, understand their financial objectives, and help them explore suitable investment opportunities through the Trade Brains Portal.
• The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a passion for helping individuals make informed investment decisions.

Key Responsibilities:

• 1. Engage with prospective clients through calls, emails, WhatsApp, referrals, and other lead-generation channels.
• 2. Assess clients'' financial goals, investment preferences, and risk tolerance to recommend suitable investment solutions.
• 3. Promote and explain Trade Brains Portal offerings, including curated investment themes, model portfolios, stock recommendations, and subscription plans.
• 4. Educate potential investors on market trends, investment strategies, and long-term wealth creation opportunities.
• 5. Build trust-based relationships with prospects and guide them through the decision-making and onboarding process.
• 6. Convert qualified leads into active subscribers and investors while ensuring a seamless customer experience.
• 7. Maintain regular follow-ups and effectively manage the sales funnel to maximize conversions.
• 8. Consistently achieve monthly revenue, subscription, and client acquisition targets.
• 9. Record and track all customer interactions, sales activities, and pipeline updates through CRM tools.
• 10. Collaborate with research and product teams to stay informed about portfolio updates, market developments, and new investment offerings.

Requirements

• 1. Bachelor's degree in finance, commerce, business administration, or a related field.
• 2. 6 months to 1 year of work experience in financial product sales, investment advisory sales, wealth management, stock market services, or fintech sales.
• 3. Good understanding of the stock market, mutual funds, SIPs, portfolio investing, and personal finance.
• 4. Excellent communication (both in English & Hindi), negotiation, and interpersonal skills.
• 5. Ability to build trust and maintain professional client relationships.
• 6. Target-driven mindset with a proven ability to achieve sales goals.