Sales Manager Stock Broking & Financial Services

Company Description

Crest Wealth is a growing organization in the stock broking and financial services sector, focused on delivering reliable investment and trading solutions to a diverse client base. Team members collaborate closely to help clients manage risk, and achieve long-term financial goals. Crest Wealth offers the opportunity to contribute to a dynamic environment and build a career in financial services.

Role Description

The Sales Intern – Stock Broking & Financial Services is a 6-month, hybrid internship based in Rajkot, with a Pre-Placement Offer (PPO) for strong performers. The role involves supporting client acquisition for stock broking and related financial products, building client relationships, and driving account activations through direct sales efforts. Day-to-day tasks include identifying prospective clients, explaining trading and investment products, The intern will track their own performance against monthly targets, maintain accurate records, and work closely with the operations team to ensure smooth onboarding. This role also requires adherence to regulatory and compliance standards while building strong professional relationships with clients.

Qualifications

• Strong sales and communication skills, with the ability to explain financial concepts in simple, clear terms
• Basic understanding of financial markets and trading platforms preferred (training provided)
• Excellent customer service skills
• Comfortable with client-facing work, both Hybrid and Office
• Freshers and students actively encouraged to apply

What We Offer

• Performance/account-based stipend during the internship
• Bonus incentives tied to client account activations and trading activity
• Hybrid work flexibility
• Hands-on experience in the fintech industry
• Strong performers get a Pre-Placement Offer with fixed salary + ongoing bonuses after 6 months

How to Apply

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