Client Relationship Executive
Lakhani Broking India LLPFixed
₹25,000 - ₹45,000
Average Incentives*
₹25,000
Earning Potential
₹70,000
Fixed
₹25,000 - ₹45,000
Average Incentives
₹25,000
Earning Potential
₹70,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 6 months
Good (Intermediate / Advanced) EnglishJob highlights
Walk-in interview
Date: 09 Sep 2026 - 22 Sep 2026 | Time: 11.30 am - 06.30 pm...
4 applicants
Benefits include: Health Insurance
Job Description
We need a results-driven Executive to convert inbound investment leads generated via Meta Ads. Your main goal is to contact leads, explain our investment concept, and close the sale by getting them to sign up.
Key Responsibilities
- Lead Conversion: Call and follow up with inbound leads from Facebook and Instagram ads.
- Product Pitching: Clearly explain our investment concept, benefits, and value proposition.
- Sales Closing: Handle objections, guide prospects through the decision-making process, and secure sign-ups.
- Pipeline Management: Track lead status, schedule follow-ups, and update the sales pipeline daily.
- Target Achievement: Meet weekly and monthly conversion and sign-up targets.
Required Skills & Qualifications
- Sales Skills: Proven track record in inside sales, telecalling, or direct conversions.
- Domain Knowledge: Basic understanding of investments, finance, or wealth management.
- Communication: Persuasive, confident verbal communication and active listening skills.
- Persistence: High energy and resilience to handle rejection and push for closures.
- Tools: Proficiency with calling software and CRM/lead management systems.
The compensation structure - fixed salary + sales commission
The specific type of investment - mutual funds, stocks, PMS
Job role
Job requirements
Walk-in interview details
Apply for the job and call HR to confirm your interview
About company
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The candidate should have completed Graduate degree and people who have 0.5 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.
The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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