Key Responsibilities
Generate current business opportunities through cold calling, referrals, networking, and digital lead generation.
Identify and qualify prospective clients interested in financial and investment products.
Pitch financial services, broking accounts, investment solutions, and wealth management products to potential customers.
Build and maintain strong relationships with clients to ensure long-term engagement and retention.
Understand clients' financial goals and recommend suitable investment and trading solutions.
Follow up on leads and convert prospects into active trading and investment clients.
Achieve monthly, quarterly, and annual sales and revenue targets.
Maintain accurate records of client interactions, sales activities,



and pipeline updates in CRM systems.
Stay updated on financial market trends, investment opportunities, and industry developments.
Coordinate with internal teams to ensure smooth account opening and client onboarding processes.
Provide excellent customer service and resolve client queries in a timely manner.

Pay: ₹30,000.00 - ₹60,000.00 per month

Advantages
Adaptable schedule
Health insurance
Leave encashment
Provident Fund
Work from home

Work Location: In person

📌 Sales Representative Bengaluru
🏢 BondsIndia
📍 Bengaluru