Actively hiring

Sales Executive

Start Date

Starts Immediately

CTC (ANNUAL)

₹ 3,80,000 - 4,20,000 ₹ 3,80,000 - 4,20,000 /year

Experience

No experience required

No experience required

Apply By

4 Oct' 26

Posted 1 day ago

Fresher Job

Be an early applicant

About the job

We are looking for a driven and customer-focused Sales Executive to connect with prospective investors, understand their financial objectives, and help them explore suitable investment opportunities through the Trade Brains Portal. The ideal candidate should possess a robust understanding of financial markets, excellent communication skills, and a passion for helping individuals make informed investment decisions.

Key Responsibilities:

1. Engage with prospective clients through calls, emails, WhatsApp, referrals, and other lead-generation channels.
2. Assess clients' financial goals, investment preferences, and risk tolerance to recommend suitable investment solutions.
3. Promote and explain Trade Brains Portal offerings, including curated investment themes, model portfolios, stock recommendations, and subscription plans.
4. Educate potential investors on market trends, investment strategies, and long-term wealth creation opportunities.
5. Build trust-based relationships with prospects and guide them through the decision-making and onboarding process.
6. Convert qualified leads into active subscribers and investors while ensuring a seamless customer experience.
7. Maintain regular follow-ups and effectively manage the sales funnel to maximize conversions.
8. Consistently achieve monthly revenue, subscription, and client acquisition targets.
9. Record and track all customer interactions, sales activities, and pipeline updates through CRM tools.
10. Collaborate with research and product teams to stay informed about portfolio updates, market developments, and new investment offerings.





Skill(s) required

Business Development Effective Communication Interpersonal skills Negotiation Sales Sales Management

Earn certifications in these skills

Other requirements

1. Bachelor's degree in finance, commerce, business administration, economics, or a related field.

2. 6 months to 1 year of experience in financial services sales, wealth management, investment advisory, fintech, or related domains.

3. Good understanding of stock markets, investment products, and personal finance concepts.

4. Strong communication, presentation, and relationship-building skills.

5. Ability to explain financial concepts in a simple and engaging manner.

6. Self-motivated, target-driven, and customer-centric approach.

Salary

Probation:

Duration:

Salary during probation:

After probation:

Annual CTC: ₹ 3,80,000 - 4,20,000 /year

Perks

Informal dress code 5 days a week Free snacks & beverages Health Insurance

Number of openings

2

About Trade Brains

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.

Activity on Internshala

Hiring since March 2018

819 opportunities posted

107 candidates hired

Additional Questions

Sign up to continue

Candidate sign up

Sign up/ Login with Google

Sign up with Email

OR

By continuing as a candidate, you agree to our T&C; .

Already registered? Login

Sign up to continue

Candidate sign up

Sign up/ Login with Google

Sign up with Email

OR

By continuing as a candidate, you agree to our T&C; .

Already registered? Login

📌 Sales Executive - Fresher (Bengaluru)
🏢 Trade Brains
📍 Bengaluru