We are seeking a highly motivated sales executive with a positive understanding of financial markets and investment concepts. The candidate will be responsible for generating and converting leads, engaging with potential investors, understanding their financial goals, and recommending suitable investment products available through the Trade Brains Portal. The role requires excellent communication skills, financial knowledge, and the ability to build long-term client relationships.

Key Responsibilities

- Reach out to prospective investors through calls, emails, WhatsApp, referrals, and other lead-generation channels.
- Understand client investment objectives, risk appetite, and financial goals.
- Present and explain Trade Brains Portal offerings, including investment themes, model portfolios, stock recommendations, and subscription plans.
- Educate potential clients on investment concepts, market opportunities, and portfolio-based investing.
- Convert qualified leads into paying subscribers and investors.




- Follow up regularly with leads and maintain a healthy sales pipeline.
- Achieve monthly revenue, subscription, and client acquisition targets.
- Maintain accurate records of client interactions and sales activities in CRM systems.
- Coordinate with the research and product teams to stay updated on investment offerings and market developments.

About Company: Trade Brains is a financial website helping readers learn the art of stock investing, trading, portfolio management, financial planning, money management, and more. At FinGrad (an initiative by Trade Brains), we offer the best online courses, webinars, and resources from various top experts who have real skin in the financial game. FinGrad has been built in the mind to deliver end-to-end financial education at our best standard to our novice investors & traders.

📌 Business Development Executive in Bangalore (Bengaluru)
🏢 Trade Brains
📍 Bengaluru