Financial Sales Executive

6 days ago

Grant Road Mumbai Maharashtra, India Shri Vardhaman Broking Pvt Ltd Full time

**About Us**:
Established in 1999, **Shri Vardhaman Broking** is a trusted and client-focused stock broking firm located in Khetwadi, Mumbai. We specialize in equity trading, derivatives, mutual funds, and asset management products, and are proud partners of Mirae Asset Sharekhan. With a strong track record and a high client retention rate, we are now expanding our team to scale our outreach and provide better service to our growing clientele.

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

- Meet prospective clients in our vicinity and explain our services and investment products.
- Cold call leads from provided data to generate interest and schedule appointments.
- Conduct meetings and one-on-one sessions with interested prospects to convert them into active clients.
- Guide new clients through the onboarding process until a dedicated Relationship Manager (RM) is assigned.
- Clearly explain products like equity trading, F&O, mutual funds, SIPs, PMS, etc., in a client-friendly manner.
- Maintain daily records of client interactions and follow-ups.
- Participate in local events, client camps, or community outreach to promote our brand and services.
- Share client feedback and market insights with the management team for process improvement.

**Required Skills & Qualifications**:

- Basic to strong understanding of stock trading, derivatives, mutual funds, and investment products.
- Prior experience in financial sales, telecalling, or client servicing preferred.
- Strong communication and interpersonal skills (Hindi, English, and Marwadi or Gujrati).
- Self-driven with a positive attitude and goal-oriented mindset.
- Ability to build trust and long-term relationships with clients.
- No Minimum educational qualification.

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

Pay: ₹12,000.00 - ₹30,000.00 per month

**Benefits**:

- Paid sick time
- Paid time off

Schedule:

- Day shift

Supplemental Pay:

- Commission pay
- Yearly bonus

**Experience**:

- Stock Market: 2 years (required)

Work Location: In person

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