Key Responsibilities:

- Lead Generation: Reach out to potential clients through cold calls and follow-ups to generate interest in our broking services.

- Client Education: Provide basic information to clients about stock market services, trading, investment products, and the companys offerings.

- Appointment Setting: Schedule appointments for senior sales or relationship managers to close business deals.

- Data Management: Maintain and update client information in the CRM system, ensuring all interactions are documented.

- Sales Support: Assist in achieving sales targets by promoting the companys services and facilitating the onboarding process.

- Customer Service: Address customer queries related to broking services, resolve issues, and provide timely follow-ups.

- Market Research: Keep track of market trends, competitor activities, and customer preferences to contribute to sales strategies.

Skills & Experience:

- Experience: 1-3 years in sales coordination or telecalling, preferably in the financial services or broking industry.

- Communication Skills:



Excellent verbal and written communication skills with a focus on client engagement and persuasion.

- Sales-Oriented: Solid passion for sales and the ability to meet or exceed targets.

- Basic Knowledge of Stock Market: Understanding of broking services, investment products, and the stock market is a plus.

- Tech-Savvy: Comfortable using CRM systems and basic Microsoft Office tools.

- Interpersonal Skills: Ability to build rapport with clients and effectively communicate over the phone.

- Education: Graduation or higher degree in any field (Finance background is a plus).

Why Join Us:

- Growth Opportunities: Gain exposure to the financial services industry and grow within the company.

- Training & Development: Learn about the stock market and broking industry through continuous training and development.

- To apply, please send your resume to [email protected].

📌 Sales Coordinator (Jogeshwari East)
🏢 A C Agarwal Share Brokers
📍 Jogeshwari East