Stock Market Specialist

Make outbound calls to potential clients and follow up on leads provided.

Explain and promote financial advisory services, products, and investment solutions.

Identify client needs and provide suitable financial recommendations.

Achieve monthly/quarterly sales targets and contribute to overall business growth.

Build and maintain long-term relationships with clients for repeat business.

Maintain accurate records of calls, sales, and client interactions in CRM.

Provide timely feedback to the management on market trends, competitor activities, and client requirements.

Ensure compliance with company policies, regulatory standards, and ethical practices.