Key Responsibility:
Generated leads through cold calling, referrals, networking, and digital marketing channels.
Promoted stock market products, trading accounts, and investment services to prospective clients.
Conducted client presentations and explained investment prospects, market trends, and financial products.
Followed up with leads regularly and converted prospects into active clients.
Achieved monthly sales targets and revenue objectives through effective client acquisition strategies.
Maintained accurate records of leads, sales activities, and customer interactions in CRM systems.
Provided excellent customer service and post-sales support to ensure client satisfaction and retention.
Built long-term relationships with clients to encourage repeat business and referrals.
Coordinated with internal teams to ensure smooth onboarding and account activation processes.

Pay: ₹18,000.00 - ₹25,000.00 per month

Education:
Bachelor's (Required)

Experience:
Financial Services, Broking, Sales, Business Development: 1 year (Required)

Language:
English (Required)
Kannada (Required)

Work Location: In person

📌 Client Executive Mangalore
🏢 Quantean,
📍 Mangalore