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 solid understanding of financial markets, excellent communication skills, and a passion for helping individuals make informed investment decisions.

Key Responsibilities

Engage with prospective clients through calls, emails, WhatsApp, referrals, and other lead-generation channels.
Assess clients' financial goals, investment preferences, and risk tolerance to recommend suitable investment solutions.
Promote and explain Trade Brains Portal offerings, including curated investment themes, model portfolios, stock recommendations, and subscription plans.
Educate potential investors on market trends, investment strategies, and long-term wealth creation opportunities.
Build trust-based relationships with prospects and guide them through the decision-making and onboarding process.




Convert qualified leads into active subscribers and investors while ensuring a seamless customer experience.
Maintain regular follow-ups and effectively manage the sales funnel to maximize conversions.
Consistently achieve monthly revenue, subscription, and client acquisition targets.
Record and track all customer interactions, sales activities, and pipeline updates through CRM tools.
Collaborate with research and product teams to stay informed about portfolio updates, market developments, and new investment offerings.

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 educ

📌 Sales Executive in Bangalore (Bengaluru)
🏢 Trade Brains
📍 Bengaluru