Retail Sales Executive

10 hours ago

Lucknow, Uttar Pradesh, India LAKSHMISHREE INVESTMENT & SECURITIES Full time ₹ 2,50,000 - ₹ 3,50,000 per year

Total years of Experience: 1 to 2 years

Key Responsibilities:

  • Identify and acquire new retail clients for Demat and trading accounts.
  • Promote investment products such as equities, mutual funds, SIPs, IPOs, and insurance.
  • Meet leads provided by the company and generate additional leads through networking and references.
  • Explain product benefits and assist clients through the account opening and trading activation process.
  • Achieve monthly sales and revenue targets as per business goals.
  • Maintain strong client relationships to ensure repeat business and cross-selling opportunities.
  • Stay updated with financial market trends and investment products.
  • Ensure CRM updates and timely reporting of daily activities.

Job Type: Full-time

Pay: ₹18, ₹25,000.00 per month

Work Location: In person

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