Senior Executive - B2C

Jainam Share Consultants Pvt Ltd.


Date: 2 weeks ago
City: Salem, Tamil Nadu
Contract type: Full time
Jainam Broking Limited

  • 15 hours ago

Location

salem

Department

B2C - South - JBL

Employment Type

Full-time

Applications Received

0

Closes On

24 Jul, 2026

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.

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:
  • Bachelors 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.
  • Skills:
  • Excellent communication, negotiation, and presentation skills.
  • Ability to build rapport and manage relationships with diverse clients.
  • 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.

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