Generate leads and acquire new clients through networking, cold calling, referrals, and other sources. Understand clients' financial goals and recommend suitable financial products and services. Promote and sell financial products such as: Mutual Funds Equity and Trading Accounts Education Sales etc. Meet monthly sales targets. Conduct client meetings, presentations, and financial planning sessions. Ensure excellent post-sales service and regular client follow-ups. Stay updated on product knowledge, market trends, and competitor offerings. Maintain accurate records of client interactions and sales activities.
We are looking for an experienced and knowledgeable Stock Market Faculty member to join our team and contribute to our stock market programs. As a faculty member, you will play a vital role in strengthening the skills and knowledge of aspiring traders by delivering expert instruction, practical insights, and proven trading strategies. Your academic expertise and industry experience will empower our students to understand the complexities of the stock market, build confidence in their decision-making, and work toward achieving their financial goals.
Key Job Responsibilities - 1. Acquire quality clients through networking, market intelligence and references from existing clients. 2. Generate Cross Sell revenue through Financial Planning. 3. Promote Focus Product of the month 4. Maintain records of business on internal software. 5. Induct new clients to the Central Dealing Desk for smooth interaction and services. 6. Liaison with Central Dealing Desk for revenue generation and query resolution. 7. Conduct activities for Client Acquisition and Financial Planning. 8. Ensure compliance as per various regulator and organization guidelines. 9. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking, Insurance & banking
Develop and implement outreach strategies to increase student enrollment for Stock Market, Abacus, Computer, Academic etc Build and maintain strong relationships with feeder institutions such as schools, colleges, coaching centers, and career counsellors. Organize and manage outreach events including seminars, workshops, demo sessions, and education fairs. Represent us at educational forums, community events, and promotional activities across North India. Work closely with the marketing team to align outreach with both offline and digital campaigns. Generate and convert quality leads to meet monthly and annual enrollment targets. Maintain MIS reports, track outreach performance, and provide timely updates to management. Support the admissions team in student counseling and onboarding.