- 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.
- Robust 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.