Role & responsibilities

- Generate and handle leads through calls, references, and other approved channels.
- Contact prospective customers and understand their requirements.
- Explain the company's financial services and products clearly and professionally.
- Conduct regular follow-ups and convert qualified leads into customers.
- Achieve assigned daily, weekly, and monthly sales targets.
- Build and maintain robust relationships with customers.
- Maintain accurate lead, follow-up, and customer records.
- Develop and maintain a healthy sales pipeline through continuous lead generation.
- Coordinate with internal teams for smooth customer onboarding and service.
- Follow company sales processes, customer communication standards, and applicable compliance requirements.

Preferred candidate profile

- 1-3 years of experience.
- Good communication and interpersonal skills.
- Confident in customer interaction and calling.
- Strong convincing and follow-up skills.
- Target-oriented and self-motivated.
- Basic knowledge/interest in stock market & financial services.
- Willingness to learn and grow in sales.

Perks and benefits

Sales incentives, Cafeteria, Free meal

📌 Sales Executive (Pune)
🏢 Equinox Research & Advisors
📍 Pune