Marketing Executive

1 week ago

Kolkata West Bengal, India Karuna Management Services Ltd Full time

**Job Summary**:
**Key Responsibilities**:

- Identify and acquire new clients for demat and trading accounts.
- Promote stock broking services including equity, commodity, derivatives, mutual funds, etc.
- Organize and participate in marketing activities, seminars, webinars, and investor education programs.
- Develop marketing campaigns (online and offline) to drive client acquisition and engagement.
- Work closely with the sales and research team to support client needs and investment planning.
- Follow up on leads generated through campaigns, cold calls, references, or walk-ins.
- Maintain a database of prospective and existing clients.
- Ensure compliance with SEBI and other regulatory norms.

**Required Skills & Qualifications**:

- Bachelor’s degree in Marketing, Finance, or related field (MBA preferred).
- 1-3 years of experience in marketing or sales in the financial/stock broking sector.
- Strong knowledge of capital markets and financial instruments.
- Excellent communication, persuasion, and interpersonal skills.
- Proficiency in MS Office and CRM tools.
- Ability to meet sales targets and work under pressure.

**Preferred**:

- NISM Certification (especially Series VII or Series VIII).
- Existing client base in broking industry.
- Familiarity with trading platforms (like Zerodha, Upstox, etc.) and digital onboarding.

**Job Types**: Full-time, Permanent

Pay: ₹15,000.00 - ₹35,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Paid sick time

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus
- Yearly bonus

Application Question(s):

- What is a demat account and why is it important?
- What are the differences between equity, commodity, and derivatives trading?
- Are you aware of SEBI guidelines for marketing financial products?
- Can you explain the current market trends and their impact on retail investors?
- How would you explain the benefits of mutual fund SIPs to a new investor?

How would you explain the benefits of mutual fund SIPs to a new investor?

How would you explain the benefits of mutual fund SIPs to a new investor?

How would you explain the benefits of mutual fund SIPs to a new investor?

How would you explain the benefits of mutual fund SIPs to a new investor?
- What’s your approach to convincing a hesitant customer to invest or open an account?
- How many clients did you acquire in your last job?
- Are you comfortable with N24 area handling ?
- Do you have bike ?
- How do you handle rejection or a failed deal?

**Experience**:

- work : 5 years (required)

**Language**:

- English (preferred)

Work Location: In person

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