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.
Solid 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.