Job Title: Sales Executive (Telesales - Intraday Tips Product) Company: Confluence Research Firm Location: Indore, Madhya Pradesh, India About Confluence Research Firm: Confluence Research Firm is a SEBI-registered research analyst firm dedicated to empowering investors through insightful, data-driven equity research and market analysis. Founded on principles of integrity, transparency, and compliance, we provide high-quality, unbiased research across equity markets for retail and professional investors. Our mission is to simplify equity investing through transparent, quality insights and regulatory integrity, blending technical expertise, fundamental analysis, and macro trends to identify opportunities. We are committed to building long-term financial success for our clients. Job Summary: Confluence Research Firm is seeking a highly energetic, persuasive, and results-driven Sales Executive specializing in telesales to join our growing team. The primary responsibility will be to engage with pre-qualified leads, effectively present the value proposition of our intraday trading tips product, and convert them into satisfied clients. This role requires a strong understanding of financial markets, excellent communication skills, and a passion for sales within a fast-paced environment. Key Responsibilities: Lead Engagement: Make outbound calls to warm leads (prospective clients who have shown interest in our products/services) provided by the company. Product Presentation: Clearly and concisely explain the features, benefits, and value proposition of Confluence Research Firm's intraday trading tips product, highlighting its potential to assist clients in their trading decisions. Needs Assessment: Listen actively to understand potential clients' trading goals, risk appetite, and current challenges to tailor the sales pitch effectively. Objection Handling: Address client queries, concerns, and objections professionally and persuasively, providing accurate information and building trust. Sales Closure: Drive sales conversions by effectively closing deals and guiding clients through the subscription process. CRM Management: Accurately update and maintain client information, call logs, and sales activities in the CRM system (e.g., Salesforce, HubSpot, or internal CRM). Target Achievement: Consistently meet and exceed daily, weekly, and monthly sales targets and key performance indicators (KPIs). Market Feedback: Provide valuable feedback from client interactions to the research and marketing teams to help improve product offerings and lead quality. Compliance: Ensure all sales activities strictly adhere to SEBI regulations, company policies, and ethical sales practices. Continuous Learning: Stay updated on market trends, financial instruments, and Confluence Research Firm's research methodologies to enhance product knowledge. Qualifications: Education: Bachelor's degree in Finance, Business Administration, Marketing, or a related field preferred. Experience: 1-3 years of proven experience in telesales, direct sales, or inside sales, preferably within the financial services, stock broking, or investment advisory industry. Product Knowledge: Basic to good understanding of stock market dynamics, intraday trading concepts, technical analysis, and financial products. Familiarity with equity markets in India is a significant advantage. Communication Skills: Exceptional verbal communication, listening, and persuasion skills. Ability to articulate complex financial concepts clearly and simply. Sales Acumen: Strong sales aptitude, negotiation skills, and a results-driven mindset with a proven track record of achieving sales targets. Customer Focus: A customer-centric approach with the ability to build rapport and trust over the phone. Resilience: Ability to handle rejections professionally and maintain a positive attitude in a target-driven environment. Tech Savvy: Proficiency in using CRM software, dialer systems, and Microsoft Office Suite. SEBI Regulations: Awareness of SEBI guidelines related to investment advisory and research analyst activities is a plus. Work Ethic: Highly self-motivated, disciplined, and able to work independently as well as part of a team. Preferred Qualifications: NISM certification (e.g., Equity Derivatives, Research Analyst, Investment Advisory) is highly preferred. Experience selling research reports, trading software, or investment products. Familiarity with financial data platforms (e.g., NSE, BSE websites, trading terminals). Why Join Confluence Research Firm? Opportunity to work with a reputable SEBI-registered research firm. Sell a high-demand product in the financial market. Lucrative incentive structure based on sales performance. Be part of a supportive and growth-oriented team. Continuous learning and development opportunities in financial markets. Dynamic work environment in the heart of Indore.
