Share Market Sales Executive Equentis

4 weeks ago


Mumbai, Maharashtra, India Sourceright Technologies 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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