Equity sales Executive

Key Responsibilities:

✅ Client Acquisition:

• Identify and acquire potential clients for Demat & Trading accounts, Mutual Funds, Insurance and other Company products.
• Build relationships with high-net-worth individuals (HNIs) and retail investors.
• Educate clients on Company advised investment opportunities and financial planning.

✅ Lead Generation & Business Development:

• Maintain lead managementthrough cold calling, networking, references and on-field visits.
• Develop channel partner business vertical, e.g., Bank of India 3-in-1 product.
• Conduct seminars, workshops, and promotional campaigns to attract potential clients.

✅ Sales & Revenue Generation:

• Meet and exceed monthly and quarterly sales targets.
• Promote broking services, SIPs, mutual funds, bonds, IPO investmentsand other Products.
• Coordinate with respective teams to Cross-sell and Upsell Company products to existing clients.

✅ Market Research & Competitor Analysis:

• Stay updated on market trends, investment opportunities and competitors’ offerings.
• Gather client feedback to improve sales strategies.

✅ Customer Relationship Management (CRM):

• Coordinate with SDO departmentfor better after-sales support experience, solving client queries, and ensuring client satisfaction.
• Coordinate with SDO departmentfor regular financial guidance and portfolio management of the client.

✅ Reporting & Documentation:

• Active maintenance of records of Leads, Meetings, Conversions and Average Rupee Sale.
• Submit regular performance reportsto respective HOD, attend team and individual meetings.
• Ensure compliance with regulatory and company policies.

Key Requirements:

🎓 Educational Qualification:

• Minimum 12th pass, Graduate candidates preferred.

📌 Experience:

• 6 months – 2 years of field sales experience (Financial services experience is a plus) preferred.
• Freshers with a strong passion for sales may also apply.

📊 Skills & Competencies:

• Strong sales & negotiation
• Excellent communication & interpersonal skills.
• Self-motivated and result-oriented approach.
• Ability to work under pressure and meet deadlines.
• Willingness to travel extensivelywithin assigned territories.

💰 Compensation & Benefits:

• Fixed salary + Incentivesbased on performance.
• Travel allowancesand mobile reimbursement (if applicable).
• Career growth opportunities in financial sales.