Key Responsibility:

- Generated leads through cold calling, referrals, networking, and digital marketing channels.
- Promoted stock market products, trading accounts, and investment services to prospective clients.
- Conducted client presentations and explained investment opportunities, market trends, and financial products.
- Followed up with leads regularly and converted prospects into active clients.
- Achieved monthly sales targets and revenue objectives through effective client acquisition strategies.
- Maintained accurate records of leads, sales activities, and customer interactions in CRM systems.
- Provided excellent customer service and post-sales support to ensure client satisfaction and retention.
- Built long-term relationships with clients to encourage repeat business and referrals.
- Coordinated with internal teams to ensure smooth onboarding and account activation processes.

Pay: ₹18,000.00 - ₹25,000.00 per month

Education:

- Bachelor's (Required)

Experience:

- Financial Services, Broking, Sales, Business Development: 1 year (Required)

Language:

- English (Required)
- Kannada (Required)

Work Location: In person

📌 Client Executive (India)
🏢 Quantean,
📍 India