Position Overview

We are looking for a motivated, target-oriented, and customer-focused Sales Executive to join our Angel One franchise. The candidate will be responsible for client acquisition, outbound calling, lead generation, sales, and relationship management, along with assisting clients with products and services related to the stock market and mutual funds.

Key Responsibilities

- Make outbound calls and tele-calls to prospective and existing clients.
- Generate leads through calling, referrals, databases, and other sources.
- Explain stock market, mutual funds, SIPs, investment products, and related financial services to prospective clients.
- Understand client requirements, investment objectives, and basic risk preferences.
- Convert leads and prospects into new clients by effectively communicating product perks.
- Follow up with prospective clients and maintain regular client communication.
- Assist clients with basic queries related to equity markets, mutual funds, demat accounts, trading, and investments.
- Maintain strong and professional relationships with clients.
- Achieve assigned daily, weekly, and monthly sales targets.
- Maintain accurate records of leads, calls, follow-ups, and conversions in the CRM/database.
- Stay updated with stock market developments, mutual fund products, and industry trends.




- Coordinate with the internal team to ensure smooth client onboarding and service.

Required Skills & Knowledge
- Good knowledge of the Stock Market and Mutual Fund domain.
- Understanding of Equity, Mutual Funds, SIPs, Demat & Trading Accounts, and basic investment concepts.
- Excellent communication, telecalling, and interpersonal skills.
- Strong sales, persuasion, negotiation, and objection-handling abilities.
- Ability to build trust and maintain long-term client relationships.
- Target-oriented and self-motivated personality.
- Basic knowledge of MS Office/CRM software.

Eligibility
- Graduate in any discipline; Finance/Commerce background preferred.
- Prior experience in stock broking, mutual funds, financial services, telesales, or investment sales will be an advantage.
- Freshers with good communication skills and a strong interest in the financial markets can also apply.

Ideal Candidate The ideal candidate should be confident, well-spoken, sales-driven, and comfortable interacting with clients over the phone. A strong interest in the stock market and mutual fund industry, combined with a willingness to work toward sales targets, is essential. Pay: ₹10,000.00 - ₹15,000.00 per month

Benefits

- Paid time off

Work Location: In person

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