Share Market Sales Executive Equentis

Sourceright Technologies

7 - 12 years

7 - 11 Lacs

mumbai

Posted:-1 days ago| Platform:

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Skills Required

share market compliance financial products financial sales banking sales executive stock market financial services stock broking crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Outbound Sales Calls:

Make calls to potential customers to promote and sell share market investment products and services.
Follow up with leads generated via campaigns and marketing.
Client Education:
Educate customers about share market trends, investment benefits, and risk factors.
Explain various financial instruments like equity, mutual funds, and demat accounts.
Target Achievement:
Meet or exceed daily, weekly, and monthly sales targets.
Maintain a healthy conversion ratio through effective pitching and objection handling.
CRM Management:
Update all lead details, interactions, and status in the CRM tool accurately.
Schedule follow-up calls and track responses.
Compliance & Process Adherence:
Follow all regulatory and organizational compliance while dealing with financial products
Maintain professional behavior during all customer interactions.

Market Awareness:

Stay updated with current share market news, trends, and competitor offerings.
Provide relevant insights and advice to clients as needed.

Who Should Apply

Candidates passionate about finance and stock markets
Sales professionals looking to switch to BFSI domain
Individuals who are target-driven and persuasive communicators
Graduates with relevant experience and a desire to grow in financial sales

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