Sales Executive

Profile:- Sales Executive

Industry: Share Market / Investment Advisory

Company Type: SEBI Registered Investment Advisory Company

Job Summary:-

We are looking for an energetic and target-driven Sales Executive to promote our SEBI-registered share market advisory services. The role involves client acquisition, explaining investment advisory services, and ensuring ethical selling in compliance with SEBI regulations.

• Key Responsibilities
• Identify and generate new clients interested in share market advisory services
• Explain equity, derivative, and investment advisory plans to clients
• Convert leads into clients through calls, meetings, and follow-ups
• Achieve assigned monthly sales targets
• Ensure all sales activities follow SEBI guidelines and company compliance norms
• Maintain accurate client data and documentation
• Build and maintain strong client relationships
• Handle client queries and coordinate with the research/advisory team
• Provide after-sales support and service coordination

• Eligibility & Qualifications
• Graduate in any stream (Finance / Commerce preferred)
• 0–5 years of experience in sales (Share market / Advisory / Broking / Financial services preferred)
• Basic understanding of stock market concepts (Equity, F&O, Mutual Funds)
• Fresher candidates with good communication skills may apply

• Skills Required
• Good communication and convincing skills
• Target-oriented and result-driven approach
• Customer relationship management
• Ethical sales mindset
• Basic computer knowledge (MS Excel, CRM)

• Compensation & Benefits
• Fixed salary + attractive incentives
• Training on share market products and SEBI compliance
• Career growth in a regulated financial advisory environment
• Compensation & BenefitsFixed salary + attractive incentives
• Training on share market products and SEBI compliance
• Career growth in a regulated financial advisory environment

• Preferred Candidate Profile
• Experience in SEBI-registered advisory / broking firm
• Strong follow-up and closing skills
• Ability to work under targets and deadlines