Sales Executive

• Sales & Client Acquisition
• Acquire new clients for stock trading, derivatives, and investment products.
• Generate leads through field sales, referrals, and digital or tele-calling activities.
• Explain trading platforms, brokerage plans, and services to prospective clients.
• Relationship Building
• Build and maintain long-term relationships with clients to encourage active trading.
• Ensure smooth onboarding by assisting with account opening and documentation.
• Act as a point of contact for client coordination with internal support teams.
• Target & Performance Management
• Achieve monthly and quarterly sales targets for client acquisition and revenue.
• Track sales performance and provide regular updates to reporting managers.
• Participate in performance reviews and align efforts with quarterly growth goals.
• Market Awareness & Compliance
• Maintain basic knowledge of stock markets, products, and regulatory requirements.
• Ensure ethical sales practices and compliance with company policies.

Skills & Qualifications

• 12th Pass or Graduate (Commerce, Finance, or Management preferred).
• Strong communication, negotiation, and convincing skills.
• Self-motivated, result-oriented, and comfortable working with targets.
• Basic understanding of stock markets or financial products is an advantage.
• Willingness to work in field sales, tele-sales, or hybrid sales models.

Experience

• 1-5 years of experience in sales or business development.
• Experience in stock broking, financial services, or insurance sales is preferred but not mandatory.