COMPANY OVERVIEW:

We specialize in conducting in-depth market research and analysis for our clients to help them make more informed business decisions. Our firm operates in the financial research sector and is committed to providing reliable services while adhering to applicable SEBI guidelines and regulations. Our top management comprises experienced professionals with a diverse background in corporate finance, financial markets, and industrial operations. With extensive knowledge and expertise, we aim to deliver high-quality services and valuable market insights to our clients.

JOB ROLE: Business Development Executive / Financial Advisor / Trading Advisor

Responsibilities:

1. Convert customers from leads, proactively identify and target potential clients within the stock market industry.

2. Be responsible for generating calls to potential customers with the main goal of achieving sales.

3. Help customers with stock market trading in coordination with the research analyst team.

4. Conduct thorough market research to understand industry trends, competitor activities, and potential areas for business growth.

5. Act as a trusted advisor by providing insights and solutions to address client needs effectively.

6. Maintain accurate and up-to-date records of sales activities, leads, and opportunities in the CRM system.

7. Follow up on sales leads, provide relevant information, review client feedback, and make necessary changes.

8. Build and maintain strong relationships with new and existing clients to understand their needs, challenges, and objectives.

9.



Prepare and present persuasive proposals and negotiate terms to achieve mutually beneficial agreements.

10. Meet and exceed sales targets and KPIs on a weekly and monthly basis.

11. Gaining in-depth product knowledge and effectively presenting the company’s services to existing and potential customers.

12. Creating and implementing new sales strategies to support business growth.

13. Negotiating with clients to close deals at competitive and attractive prices.

Requirements:

1. A Bachelor’s or Master’s degree in a relevant field.

2. A proven track record in B2C sales, preferably in the stock market or financial services industry.

3. A strong understanding of stock market concepts, investment products, and financial instruments.

4. Excellent verbal and written communication skills.

5. A self-motivated and target-oriented attitude, with a strong focus on customer satisfaction.

6. The ability to persuade potential clients and build and maintain strong client relationships.

7.Ability to work effectively with team members in a collaborative work environment.

Salary: Based on the candidate’s experience and interview performance.

Additional Benefits:

* Unlimited incentives and cashback rewards.

* Regular training and professional development opportunities.

* Opportunity to work in a agile and innovative environment within the stock market industry.

Interview Process: Round 1 – Telephonic Interview; Round 2 – Walk-in Interview.

Working Hours: 9:00 AM to 6:00 PM.

Weekly Offs: 2nd Saturdays, along with every Sunday.

📌 Business Development Executive (BDE) (Bengaluru)
🏢 Levelone Research
📍 Bengaluru