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* Identify and approach potential clients interested in stock market investment services.
* Conduct cold calling, networking, and lead generation to build a strong pipeline of prospective clients.
* Deliver engaging presentations and product demonstrations to clients, showcasing the value of our stock market services.
* Meet and exceed monthly, quarterly, and annual sales targets.
* Develop and implement effective sales strategies and plans to maximize revenue.
* Continuously monitor and report on sales performance, adjusting tactics as necessary to achieve targets.
Jainam Broking Limited
* 4 days ago
Location
Head Office
Department
Retail - B2C - JBL
Employment Type
Full-time
Applications Received
5
Closes On
20 Sep, 2025
Job Description
Client Acquisition
* Identify and approach potential clients interested in stock market investment services.
* Conduct cold calling, networking, and lead generation to build a strong pipeline of prospective clients.
* Deliver engaging presentations and product demonstrations to clients, showcasing the value of our stock market services.
Sales Target Achievement
* Meet and exceed monthly, quarterly, and annual sales targets.
* Develop and implement effective sales strategies and plans to maximize revenue.
* Continuously monitor and report on sales performance, adjusting tactics as necessary to achieve targets.
Client Relationship Management
* Build and maintain strong, long-lasting relationships with clients by understanding their investment needs.
* Act as the primary point of contact for clients, addressing their inquiries and providing relevant market information.
* Enhance client satisfaction by ensuring a high level of service and timely support.
Market Analysis & Trend Identification
* Stay updated on stock market trends, investment opportunities, and competitor activities.
* Analyze market trends and feedback to identify potential business opportunities.
* Integrate industry insights into sales presentations and strategies to appeal to clients' needs.
Sales Process Management
* Use CRM tools to track leads, manage client interactions, and maintain accurate records of sales activities.
* Ensure smooth onboarding for new clients, guiding them through account setup and initial investment options.
* Collaborate with internal teams to align sales efforts with marketing campaigns and service offerings.
Team Leadership & Training
* Lead and mentor a team of junior sales executives, providing guidance and support in achieving sales targets.
* Conduct regular training sessions to enhance the team's knowledge of stock market products, sales techniques, and industry regulations.
* Monitor team performance, provide constructive feedback, and implement strategies to improve overall productivity.
* Foster a results-driven team culture by motivating and inspiring members to meet and exceed goals.
Product Knowledge & Training
* Continuously enhance knowledge of stock market products, services, and regulatory guidelines.
* Participate in training programs to stay updated on new services, financial regulations, and stock market trends.
* Educate clients about stock market basics, investment risks, and potential returns to support informed decisions.
Reporting & Documentation
* Prepare and submit regular sales reports, forecasts, and market analyses to management.
* Maintain thorough documentation of sales activities, client interactions, and business development efforts.
Qualifications
Education:
* Bachelor's degree in Finance, Business Administration, Economics, or a related field.
Experience
* Proven experience in sales or business development within the financial services or stock market industry preferred.
* Strong understanding of stock market products, trading, and investment basics.
* Prior experience in a team-leading or supervisory role in sales is a plus.
Skills
* Excellent communication, negotiation, and presentation skills.
* Ability to build rapport and manage relationships with diverse clients.
* Strong leadership skills with the ability to mentor and guide a sales team.
* Proficiency in CRM software and Microsoft Office Suite.
* Goal-oriented, self-motivated, and able to work in a target-driven environment.
Preferred Qualifications
* Certifications related to finance or stock market operations.
* Familiarity with stock trading platforms and investment analysis tools.
* Ability to adapt to fast-changing market trends and investment opportunities.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and Business Development
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