Customer Success Specialist

About the job

Company Description

Indiacharts is a SEBI Registered Research Analyst (RA) firm providing research-backed stock market insights and recommendations for investors. Founded in 2005 by market strategist Rohit Srivastava, the company has nearly two decades of experience analyzing market trends, cycles, and price behavior across Indian and global markets. Leveraging a combination of technical, fundamental, and economic models such as Elliott Wave analysis and sentiment indicators, Indiacharts specializes in delivering data-driven, risk-managed, and well-structured market strategies. Through its Insiders Club, the firm equips investors with actionable insights, market outlooks, and clearly defined trading strategies. Based on extensive research, Indiacharts aims to empower individuals to make informed, independent investment decisions.

Role Overview

We are looking for a driven Investment Sales Executive to join our team. You will be responsible for client acquisition, consultative selling, and managing long-term client relationships while achieving revenue targets.

Key Responsibilities

• Client Acquisition
• Onboard new clients by presenting our products and services effectively (leads will be provided).
• Consultative Selling
• Understand client requirements and recommend suitable investment solutions aligned with their financial goals.
• Relationship Management
• Maintain and grow existing client accounts through regular follow-ups, market updates, and service reviews.
• Revenue Ownership
• Achieve monthly and quarterly sales targets, pipeline metrics, and revenue KPIs.
• Market Intelligence
• Stay updated on market trends, regulatory changes, SEBI guidelines, and competitor offerings.
• CRM & Reporting
• Maintain accurate records of leads, calls, demos, and closures in CRM systems. Submit timely reports to the sales manager.

Qualifications

• Bachelor’s degree in Finance, Business, Commerce, or Economics
• 1–3 years of sales experience (financial services preferred)
• NISM Series 25A certification (preferred)
• Working knowledge of equities, derivatives, and mutual funds
• Proficiency in CRM tools and MS Office / Google Workspace

Skills & Traits We Value

• Strong passion for sales with a target-driven mindset
• Excellent communication, persuasion, and negotiation skills
• Ability to simplify complex financial concepts for clients
• Self-starter with high ownership and accountability
• High integrity and a client-first approach

Why Join Us?

• Work with a well-established SEBI-registered research firm
• High-growth, performance-driven environment 

Requirements added by the job poster

• Bachelor's Degree

• Can start immediately