- Reach out to potential clients via phone, email or whtsapp or virtual meeting to explain our stock advisory services.

- Understand client needs, financial goals, and risk appetite to suggest appropriate plans.

- Convert leads into active paying customers through consultative selling.

- Maintain regular follow-up and client relationship management.

- Meet or exceed monthly and quarterly sales targets.

- Collaborate with research and advisory teams for timely updates and insights.

- Maintain accurate records of client interactions and sales activity using CRM tools.

- Stay updated with stock market trends, regulatory changes, and financial products.

- Proven experience in sales, preferably in finance, stock advisory, or related domains.

- Strong communication, negotiation, and interpersonal skills.

- Ability to understand stock market basics and explain them clearly to clients.

- Self-motivated with a results-driven approach.

- Knowledge of financial regulations and ethics.

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹30,000.00 per month

Perks

- Cell phone reimbursement

Work Location: In person

📌 Relationship Manager - Stocks Advisory SALES (Ludhiana)
🏢 PA Wealth
📍 Ludhiana