We are looking for a motivated Sales / Client Relations Executive to meet prospective clients, explain our broking and algo-trading services, and convert qualified leads into active clients.

Key Responsibilities

- Meet prospective clients such as HNIs, business owners, and investors.
- Explain broking and algo-trading services clearly and professionally.
- Convert qualified leads into active accounts.
- Handle account-opening documentation and KYC follow-ups.
- Build and maintain long-term relationships with existing clients.
- Handle client queries and coordinate with the trading and technology teams.
- Achieve monthly client-acquisition and sales targets.

Requirements

- Good communication, presentation, and negotiation skills.
- Strong client-handling and relationship-building abilities.
- Interest/knowledge in financial markets is preferred.
- Target-oriented and self-motivated.
- Willingness to travel for client meetings.

Perks

- Petrol/Travel Allowance provided
- Performance-based incentives

Pay: ₹20,000.00 - ₹25,000.00 per month

Education:

- Bachelor's (Preferred)

Experience:

- finance or marketing: 1 year (Preferred)

Location:

- Surat, Gujarat (Preferred)

Work Location: In person

📌 Sales / Client Relations Executive (Surat)
🏢 StratefiX Consulting
📍 Surat