Sales Executive – Share Market

Key Responsibilities

• Generate new leads through field visits, referrals, and networking.
• Acquire new Demat and Trading account customers.
• Explain stock market investment opportunities to prospective clients.
• Cross-sell Mutual Funds, IPOs, Bonds, Insurance, and other investment products.
• Build and maintain long-term client relationships.
• Conduct client meetings and investment presentations.
• Achieve monthly revenue and client acquisition targets.
• Follow up on leads and ensure high conversion rates.
• Maintain accurate client records and daily sales reports.
• Stay updated on financial markets and investment products.

Required Skills

• Excellent communication and negotiation skills
• Sales and client acquisition
• Confidence in interacting with customers
• Basic knowledge of financial markets
• Relationship-building skills
• Goal-oriented mindset
• MS Excel and computer proficiency
• Self-motivated and disciplined

Preferred Candidate

• Passionate about finance and investments
• Energetic and target-oriented
• Willing to learn about stock markets
• Positive attitude with strong interpersonal skills
• Ability to work independently and as part of a team