Senior Sales Executive

QualificationGraduate in any discipline (Mandatory)

• ExperienceMinimum 2 years of experience in Stock Broking, Financial Advisory, Wealth Management, or Capital Market Sales.
• Proven experience in client acquisition, revenue generation, and relationship management.

Job Responsibilities:

Generate new business opportunities through outbound calls, referrals, and lead conversions.

• Acquire and onboard new clients for Demat, Trading, and Investment Advisory services.
• Build and maintain strong relationships with clients to ensure long-term engagement.
• Understand client investment requirements and explain suitable products and services.
• Achieve monthly sales and revenue targets assigned by the management.
• Follow up with prospective clients and ensure maximum conversion of leads.
• Coordinate with the operations and compliance teams for smooth account opening and activation.
• Maintain accurate client records and update all activities in CRM.
• Ensure high standards of customer service and client satisfaction.
• Stay updated with market trends, products, and regulatory guidelines.

Required Skills:

Excellent communication and negotiation skills.

• Strong understanding of the stock market, Demat accounts, trading platforms, and investment products.
• Ability to work in a target-driven environment.
• Strong client handling and relationship management skills.
• Good knowledge of MS Excel, CRM software, and online trading platforms.

Key Performance Indicators (KPIs):

New Client Acquisition

• Demat & Trading Account Activation
• Revenue/Brokerage Generation
• Client Retention & Relationship Management
• Lead Conversion Ratio
• Achievement of Monthly Sales Targets