RM cum Sales Executive

About Us

Shah Investor’s Home Ltd (SIHL)

consultative and client-centric approach

Responsibilities

• Meet and exceed sales and revenue targets consistently.
• Generate new business from both prospective and existing clients.
• Provide expert guidance on equity, derivatives, mutual funds, and other investment products.
• Build strong relationships with clients through regular communication and timely service.
• Collaborate with internal teams to ensure seamless onboarding and support.
• Manage complex negotiations with clients and senior-level stakeholders.
• Identify upselling and cross-selling opportunities to expand client portfolios.
• Resolve client queries and ensure high customer satisfaction.
• Analyze market trends and provide timely insights to clients.
• Maintain records using CRM and ensure compliance with internal policies.

Qualifications

• Graduate in Finance, Business Administration or a related field.

• 1-2 years of experience

  in financial sales, preferably in the stock broking or wealth management domain.

• NISM Series-VIII (Equity Derivatives) certification – Mandatory.

• Solid understanding of stock markets, trading, and investment instruments.
• Experience with CRM tools and digital platforms.
• Excellent verbal and written communication skills.
• Strong interpersonal skills with a passion for client service.