Sales & Marketing Executive

About the job

Key responsibilities: 

1.Contact warm leads generated through live stock market webinars via phone calls and WhatsApp to convert them into enrolled students.

2. Understand each prospect's investment goals, answer their queries, address objections, and guide them toward the most suitable learning program.

3. Conduct timely follow-ups with interested prospects until they make a purchase or clearly opt out.

4. Maintain detailed records of every interaction, lead status, follow-up schedule, and sales outcome using MS Excel/CRM.

5. Build long-term relationships with students by providing excellent pre-sales and post-sales support.

6. Assist newly enrolled students with account creation, course access, login credentials, and community onboarding.

7. Coordinate with internal teams to ensure smooth payment confirmation, enrollment, and issue resolution.

8. Respond professionally to WhatsApp, email, and phone inquiries while maintaining a high standard of customer experience.

9. Use AI tools such as ChatGPT to improve communication, draft responses, and increase productivity.

10. Prepare daily sales reports, monitor conversion metrics, and consistently achieve monthly sales targets.

Skill(s) requiredChatGPT

Effective Communication

Financial literacy

Hindi Proficiency (Spoken)

Investing

Marketing

MS-Excel

Negotiation

Sales

Sales Strategy

Sales Support

Stock Trading

Earn certifications in these skills

Learn Effective Communication

Learn Stocks and Trading

Learn MS-Excel

Bonus Preferences (Not Strictly Necessary)

1. Strong interest in the stock market, investing, or personal finance. 

2. Excellent communication and persuasion skills in Hindi (English proficiency is a plus). 

3. Comfortable making follow-up calls and handling sales conversations. 

4. Proactive, target-oriented, and self-motivated. 

5. Quick learner with a positive attitude and willingness to continuously improve. 

6. Good knowledge of MS Excel, Google Sheets, and basic computer operations. 

7. Comfortable using AI tools like ChatGPT to improve productivity. 

8. Able to build long-term relationships with customers and provide excellent post-sales support. 

9. Prior experience in EdTech, financial services, counselling, telesales, or inside sales will be preferred. 

10. Must have a personal laptop and a stable internet connection for remote work.