Job Description
Client Acquisition
• Identify and approach potential clients interested in stock market investment services.
• Conduct cold calling, networking, and lead generation to build a solid pipeline of prospective clients.
• Deliver engaging presentations and product demonstrations to clients, showcasing the value of our stock market services. Sales Target Achievement
• Meet and exceed monthly, quarterly, and annual sales targets.
• Develop and implement effective sales strategies and plans to maximize revenue.
• Continuously monitor and report on sales performance, adjusting tactics as necessary to achieve targets. Client Relationship Management
• Build and maintain strong, long-lasting relationships with clients by understanding their investment needs.
• Act as the primary point of contact for clients, addressing their inquiries and providing relevant market information.
• Enhance client satisfaction by ensuring a high level of service and timely support. Market Analysis & Trend Identification
• Stay updated on stock market trends, investment opportunities, and competitor activities.
• Analyze market trends and feedback to identify potential business opportunities.
• Integrate industry insights into sales presentations and strategies to appeal to clients' needs. Sales Process Management
• Use CRM tools to track leads, manage client interactions, and maintain accurate records of sales activities.
• Ensure smooth onboarding for new clients, guiding them through account setup and initial investment options.
• Collaborate with internal teams to align sales efforts with marketing campaigns and service offerings. Team Leadership & Training
• Lead and mentor a team of junior sales executives, providing guidance and support in achieving sales targets.
• Conduct regular training sessions to enhance the team’s knowledge of stock market products,



sales techniques, and industry regulations.
• Monitor team performance, provide constructive feedback, and implement strategies to improve overall productivity.
• Foster a results-driven team culture by motivating and inspiring members to meet and exceed goals. Product Knowledge & Training
• Continuously enhance knowledge of stock market products, services, and regulatory guidelines.
• Participate in training programs to stay updated on new services, financial regulations, and stock market trends.
• Educate clients about stock market basics, investment risks, and potential returns to support informed decisions. Reporting & Documentation
• Prepare and submit regular sales reports, forecasts, and market analyses to management.
• Maintain thorough documentation of sales activities, client interactions, and business development efforts.

Qualifications:

Education:
• Bachelor's degree in Finance, Business Administration, Economics, or a related field.

Experience:
• Proven experience in sales or business development within the financial services or stock market industry preferred.
• Strong understanding of stock market products, trading, and investment basics.
• Prior experience in a team-leading or supervisory role in sales is a plus.

Skills:
• Excellent communication, negotiation, and presentation skills.
• Ability to build rapport and manage relationships with diverse clients.
• Strong leadership skills with the ability to mentor and guide a sales team.
• Proficiency in CRM software and Microsoft Office Suite.
• Goal-oriented, self-motivated, and able to work in a target-driven environment. Preferred

Qualifications:
• Certifications related to finance or stock market operations.
• Familiarity with stock trading platforms and investment analysis tools.
• Ability to adapt to fast-changing market trends and investment opportunities.

📌 Team Manager (Kolkata)
🏢 Jainam Broking
📍 Kolkata