Sales & Marketing Executive

About Us:

Royal Monarch is a leading financial services firm specializing in providing comprehensive brokerage solutions, investment advice, and trading platforms to our diverse client base. We are committed to empowering individuals to achieve their financial goals through informed decision-making and superior service.

Job Summary:

We are seeking a highly motivated and results-driven Telesales Specialist to join our dynamic team. The ideal candidate will be responsible for proactively reaching out to potential clients, educating them about our stock market products and services, and converting leads into successful accounts, with a focus on customer acquisition for our Wealth Management services, mainly opening demat and trading account.

Key Responsibilities:

• Proactively engage with prospective clients through outbound calls to effectively explain, promote, and sell the firm's brokerage services, investment products
• Clearly articulate the benefits and features of various financial instruments (e.g., equities, derivatives, mutual funds) and trading accounts.
• Identify customer needs and offer tailored solutions to meet their investment objectives.
• Build and maintain strong relationships with potential clients, addressing their queries and concerns professionally.
• Achieve and exceed sales targets and key performance indicators (KPIs).
• Maintain accurate and detailed records of all client interactions and sales activities in the CRM system.
• Stay updated on market trends, financial news, and competitor activities to effectively position our offerings.
• Collaborate with the sales and marketing teams to optimize lead generation strategies.
• Adhere to all regulatory compliance standards and internal policies.
• Present a clear and compelling overview of our brokerage services, account options, and the value they offer.
• Convert leads into actively trading clients by following up and resolving queries.
• Actively seek out and acquire new potential clients.
• Cultivate and maintain strong, long-term client relationships
• Guide new clients through the account opening and setup process.

Qualifications:

• Bachelor's degree in business, Finance, Marketing, or a related field.
• Proven track record of success in telesales, preferably within the financial services or stock broking industry.
• Basic understanding of stock market operations, investment products, and financial terminology.
• Excellent verbal communication, persuasion, and negotiation skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in CRM software and Microsoft Office Suite.
• Strong customer service orientation and problem-solving abilities.
• Ability to handle objections and close sales effectively.
• 2-3 years of Telesales experience.

What We Offer:

• Competitive salary with attractive incentives and bonuses.
• Opportunity to work in a growth-oriented financial industry.
• Comprehensive training and professional development programs.
• Supportive team environment.
• Career advancement opportunities.

Salary Range: ₹20,000 – ₹25,000 per month

Incentives: Attractive performance-based incentives

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