. Client Acquisition & Lead Generation*

* Identify and approach potential clients through outbound calls, inbound enquiries, referrals, and follow-ups.

* Generate quality leads and convert prospects into paying clients.

* Build and maintain a solid client pipeline to achieve business targets.

*2. Product Pitching & Sales*

* Explain the company's research services, stock market advisory offerings, trading-related services, and subscription packages accurately.

* Understand client requirements and recommend appropriate services within the company's permitted scope.

* Handle client objections, negotiate professionally, and close sales.

*3. Client Relationship Management*

* Build long-term relationships with new and existing clients.

* Follow up with prospects and assist clients throughout the onboarding process.

* Focus on client satisfaction, retention, and renewals without making unrealistic profit promises.

*4.



Stock Market Knowledge*

* Possess a basic understanding of the Indian stock market, including Nifty 50, Bank Nifty, equity, futures and options (F&O;), and Demat accounts.

* Understand basic trading terminology such as entry price, target, stop-loss, risk management, and market trends.

* Communicate research and advisory services clearly without providing unauthorized investment advice.

*5. Reporting & Team Coordination*

* Maintain daily call records, lead status, follow-up schedules, and sales performance reports.

* Coordinate with research, advisory, and operations teams for client onboarding and service delivery.

* Follow company policies, client communication standards, and applicable SEBI regulations.

📌 Sales Executive (Bengaluru)
🏢 Equiistox Research
📍 Bengaluru