Industry : Share Market / Investment Advisory Company Type : SEBI Registered Investment Advisory Company
Job Summary
We are looking for an energetic and target-driven Sales Executive to promote our SEBI-registered share market advisory services. The role involves client acquisition, explaining investment advisory services, and ensuring ethical selling in compliance with SEBI regulations.
Key Responsibilities
- Identify and generate recent clients interested in share market advisory services
- Explain equity, derivative, and investment advisory plans to clients
- Convert leads into clients through calls, meetings, and follow-ups
- Achieve assigned monthly sales targets
- Ensure all sales activities follow SEBI guidelines and company compliance norms
- Maintain accurate client data and documentation
- Build and maintain strong client relationships
- Handle client queries and coordinate with the research/advisory team
- Provide after-sales support and service coordination
Eligibility & Qualifications
- Graduate in any stream (Finance / Commerce preferred)
- 0-5 years of experience in sales (Share market / Advisory / Broking / Financial services preferred)
- Basic understanding of stock market concepts (Equity, F&O;, Mutual Funds)
Skills Required
- Excellent communication and convincing skills
- Target-oriented and result-driven approach
- Customer relationship management
- Ethical sales mindset
- Basic computer knowledge (MS Excel, CRM)
Compensation & Benefits
- Fixed salary + attractive incentives
- Training on share market products and SEBI compliance
- Career growth in a regulated financial advisory environment
- Experience in SEBI-registered advisory / broking firm
- Strong follow-up and closing skills
- Ability to work under targets and deadlines