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 prospects through the Trade Brains Portal.
The ideal candidate should possess a strong 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.

Requirements
1. Bachelor's degree in finance, commerce, business administration, or a related field.
2. 6 months to 1 year of work experience in financial product sales, investment advisory sales, wealth management, stock market services, or fintech sales.
3. Valuable understanding of the stock market, mutual funds, SIPs, portfolio investing, and personal finance.
4. Excellent communication (both in English & Hindi), negotiation, and interpersonal skills.
5. Ability to build trust and maintain skilled client relationships.
6. Target-driven mindset with a proven ability to achieve sales goals.

📌 Sales Executive Stock Market Sales Bengaluru (India)
🏢 Trade Brains
📍 India