We are seeking a motivated and professional Telecaller to join our team. The role involves calling potential clients, explaining the services, generating leads, and handling customer. Contact Potential Customer to introduce company product or services. Keep track of sales activities.
Job Title: Sales Executive – Share Market Role: Client Relationship & Telecalling Category: Sales / Telecalling / Financial Services Job Description: We are looking for a motivated Telecaller / Sales Executive to join our Share Market team. The candidate will be responsible for reaching out to potential and existing clients, providing information about trading and investment services, and assisting them in the onboarding process. Responsibilities: Call potential and existing clients to explain share market products and services. Generate leads, follow-up, and update client information in the database. Achieve daily / monthly calling and sales targets. Maintain compliance with SEBI and company guidelines. Skills & Preferences: Strong communication. Basic knowledge of stock market and trading processes. Telecalling or sales experience preferred. Location: Kharghar Experience: Minimum 6 month
Job Title: Share Market Advisor Job Location: Kharghar Job Overview: We are seeking a knowledgeable and motivated Share Market Advisor to Handle clients in making informed investment decisions. We are looking for a motivated Telecaller / Sales Executive to join our Share Market team. The candidate will be responsible for reaching out to potential and existing clients, providing information about trading and investment services, and assisting them in the onboarding process. Key Responsibilities: Call potential and existing clients to explain share market products and services. Generate leads, follow-up, and update client information in the database. Achieve daily / monthly calling and sales targets. Maintain compliance with SEBI and
Job Title: Telesales Job Location: Kharghar Job Overview: We are seeking a knowledgeable and motivated Share Market Advisor to Handle clients in making informed investment decisions. We are looking for a motivated Telecaller / Sales Executive to join our Share Market team. The candidate will be responsible for reaching out to potential and existing clients, providing information about trading and investment services, and assisting them in the onboarding process. Key Responsibilities: Call potential and existing clients to explain share market products and services. Generate leads, follow-up, and update client information in the database. Achieve daily / monthly calling and sales targets. Maintain compliance with SEBI and
Job Title: Team Leader – Share Market Process Department: Advisory / Sales Location: Kharghar Employment Type: Full-time Job Summary: We are looking for a dynamic and result-oriented Team Leader to manage and guide a team of tele-callers / financial advisors in our share market process. The ideal candidate should have good knowledge of the stock market, leadership skills, and the ability to achieve sales and performance targets while maintaining strong team motivation and discipline. Key Responsibilities: Lead, train, and motivate a team of share market advisors or tele-callers. Monitor daily team performance and ensure achievement of sales targets (leads, conversions, revenue). Maintain high standards of client communication and advisory ethics as per SEBI compliance. Handle escalations and guide team members in client handling and trade-related queries. Prepare daily / weekly reports on performance, productivity, and targets. Coordinate with management and other departments (Research, Compliance, HR) for smooth operations. Conduct regular training sessions to enhance market knowledge and product understanding. Identify underperforming team members and take corrective action plans. Required Skills and Qualifications: Minimum 2–3 years of experience in the share market / stock broking / advisory. Strong knowledge of equity, derivatives, and basic market terminology. Excellent communication, leadership, and team management skills. Ability to work under pressure and meet performance deadlines. Proficient in MS Excel, CRM, and reporting tools. Preferred: Experience in a SEBI-registered advisory company.
A) Required Skills of Relationship Manager :- 1) Strong communication Skill both Verbal & Written 2) Hardworking & Loyal to the Organization 3) Strong Client Relationship Building Skills 4) Strong Knowledge of Services & Product of Financial Advisory Firm 5) Dedicated to work & assist clients as per there need B) Roles of Relationship Manager :- 1) Cold-Calling to Prospective Potential Clients to inform them about firm “Product & Services” on offer 2) Risk-Profiling & Questionnaire of Clients 3) Sell Financial Services to Prospective Clients as per there requirements & eligibility 4) Complete the required SEBI formalities with the clients (Client Agreement/ KYC, etc) 5) Achieve there financial goals & targets 6) Regular Learning & updating onself about Firm Products & Services & Sharping skills & knowledge base 7) Disciplined & following Strict Compliance & Regulations of firm and authorities (Recording & Data Management)