Role & responsibilities
- Generate recent 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.

📌 Retail Sales Executive (Bengaluru)
🏢 BondsIndia
📍 Bengaluru