Telecalling Executive

1 day ago

Scheme No Indore, India Envision Infotech Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Title:** Sales Manager – Stock Market / Financial services

### **Location:** Gravity mall, Indore 452010

### **Job Type:** Full-time

### **Department:** Sales / Business Development

### **Reports to:** Head of Sales / Regional Manager

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## **About the Company:**

Envision Infotech is a leading financial services firm offering a wide range of investment solutions including stock broking, mutual funds, portfolio management services (PMS), derivatives, and wealth advisory. Our mission is to empower investors by providing expert guidance, cutting-edge platforms, and robust market insights.

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## **Job Overview:**

We are seeking an experienced and driven **Sales Manager** to lead our sales team and drive client acquisition for our stock market products and services. The ideal candidate will have a solid understanding of equity markets, proven sales leadership skills, and a strong network of potential investors and partners.

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## **Key Responsibilities:**

* **Client Acquisition:** Drive new customer acquisition for equity trading accounts, mutual funds, PMS, and other financial products.

* **Team Leadership:** Manage, mentor, and lead a team of Relationship Managers / Sales Executives to achieve sales targets.

* **Sales Strategy:** Develop and execute strategies to increase client base and wallet share.

* **Partnerships:** Build and manage relationships with HNIs, retail clients, and financial influencers (e.g. sub-brokers, IFAs).

* **Revenue Generation:** Ensure consistent growth in brokerage revenue and AUM (Assets Under Management).

* **Market Insights:** Stay updated on market trends, competitor offerings, and regulatory changes to guide the team effectively.

* **CRM Management:** Use CRM tools to track leads, conversions, and client interactions.

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## **Key Requirements:**

* Bachelor's degree in Finance, Business, Economics or related field. MBA/PGDM preferred.

* 4–8 years of sales experience in stock broking, financial advisory, or investment services.

* Strong knowledge of equity markets, mutual funds, and financial products.

* Proven track record of achieving sales targets and managing sales teams.

* Excellent communication, presentation, and negotiation skills.

* NISM certifications (Series VII – Equity Derivatives, Series V-A – Mutual Fund) preferred or must be obtained within joining.

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## **Key Performance Indicators (KPIs):**

* Monthly and quarterly client acquisition targets

* Brokerage revenue and AUM growth

* Team productivity and performance metrics

* Client retention and satisfaction

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## **Perks and Benefits:**

* Competitive salary and performance-based incentives

* Health insurance and retirement benefits

* Professional development support (e.g., NISM certifications)

* Opportunity to work with one of the fastest-growing financial firms

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