Posted:2 weeks ago| Platform: Apna logo

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Job Description

Job Title: Sales Executive – Financial Advisory Firm Location - Indore Experience: 0–3 Years Industry: Financial Services / Stock Market Advisory Employment Type: Full-time Job Overview: We are looking for an enthusiastic and goal-driven Sales Executive to join our financial advisory team. The ideal candidate will be responsible for promoting investment advisory services, managing client relationships, and achieving sales targets through effective communication and financial awareness. Roles and Responsibilities: Contact potential and existing clients to promote financial and stock market advisory services. Understand clients’ investment goals, financial needs, and risk appetite to offer suitable advisory plans. Generate and convert leads through cold calling, follow-ups, and referrals. Maintain long-term relationships with clients for repeat business and renewals. Explain company services, pricing, and benefits clearly and confidently. Achieve assigned daily, weekly, and monthly sales targets. Maintain accurate client and sales data using CRM tools. Coordinate with the research and advisory teams to ensure client satisfaction. Stay updated on market trends, financial products, and company offerings. Handle client queries professionally and ensure high-quality service delivery Requirements: Graduate in any discipline (Finance, Commerce, or Marketing preferred). Strong communication, negotiation, and persuasion skills. Basic understanding of the stock market, trading, and financial products. Self-motivated, target-oriented, and able to work in a fast-paced environment. Proficient in MS Office and CRM tools. Freshers with good communication skills are also welcome. Benefits Competitive salary with attractive performance-based incentives. Training and mentorship from financial experts. Career growth and advancement opportunities. Positive, performance-driven work environment.

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