Field Sales Business Development Manager

JOB DESCRIPTION – SALES EXECUTIVE

Company Name: Jainam Broking
Department: Sales
Job Title: Sales Executive
Reporting To: Sales Manager / Branch Manager
Job Location: As per company requirements
Employment Type: Full-Time

1. Job Summary

The Sales Executive is responsible for acquiring new clients, generating business leads, promoting the company's stockbroking and investment-related services, and maintaining strong client relationships. The role focuses on achieving sales targets, increasing client acquisition, supporting client onboarding, and delivering quality customer service in accordance with company policies and applicable regulatory requirements.

2. Key Roles and Responsibilities

A. Sales and Business Development

• Identify and acquire new clients through calls, referrals, networking, and field visits.

• Promote the company's broking services and eligible financial products.

• Generate leads and convert prospects into active clients.

• Achieve monthly and quarterly sales targets assigned by management.

• Develop and maintain a strong client pipeline.

• Identify opportunities to increase business and client engagement.

B. Client Acquisition and Onboarding

• Explain account opening procedures and required documentation to prospective clients.

• Assist clients with the Demat and trading account opening process.

• Coordinate KYC documentation and follow up on incomplete applications.

• Ensure client onboarding follows company procedures and applicable regulatory requirements.

• Coordinate with the operations team to resolve onboarding issues.

C. Client Relationship Management

• Maintain regular communication with existing and prospective clients.

• Understand client requirements and direct them to appropriate company services.

• Provide timely responses to client queries and coordinate issue resolution.

• Build long-term client relationships to support retention and business growth.

• Follow up with inactive clients in accordance with company policies.

D. Product and Service Promotion

• Explain the features and processes of broking services and related offerings within the employee's authorization.

• Develop a clear understanding of company products, platforms, and services.

• Share approved product information and service updates with clients.

• Coordinate with authorized teams for product-related queries.

• Ensure all product information and sales communications are accurate and approved.

E. Sales Reporting and Performance Tracking

• Maintain daily call reports, lead trackers, and client follow-up records.

• Prepare daily, weekly, and monthly sales performance reports.

• Track lead conversion, account openings, and business development activities.

• Review performance against assigned sales targets.

• Participate in sales meetings and implement feedback from management.

F. Compliance and Professional Conduct

• Follow company policies, applicable SEBI and exchange requirements, and internal compliance procedures.

• Ensure client information and documents are handled confidentially.

• Avoid making misleading claims or promising guaranteed returns.

• Do not provide investment recommendations unless appropriately authorized.

• Escalate client complaints and compliance-related concerns to the relevant department.

• Complete required product, process, and compliance training.

3. Educational Qualifications

• Graduate in any discipline from a recognized university.

• A degree in Commerce, Business Administration, Finance, or Marketing is preferred.

• NISM certification, where applicable to the assigned role, will be an advantage.

• Basic knowledge of the stock market, Demat accounts, trading accounts, and financial services is preferred.

4. Required Skills

• Strong communication and negotiation skills.

• Good client-handling and relationship-building abilities.

• Sales, lead generation, and business development skills.

• Confidence in making calls and conducting client meetings.

• Target-oriented approach and willingness to learn.

• Basic computer knowledge and proficiency in MS Excel.

• Good follow-up, time-management, and reporting skills.

• Professional behaviour and ethical sales practices.

5. Experience Required

• Preferred experience: 0–3 years in sales or business development.

• Freshers with good communication and sales skills may also apply.

• Experience in stock broking, financial services, banking, or insurance sales will be an added advantage.

6. Key Performance Indicators (KPIs)

• Achievement of assigned sales targets.

• Number of qualified leads generated.

• Number of new clients acquired.

• Successful account openings and activation, as applicable.

• Lead-to-client conversion ratio.

• Client retention and relationship quality.

• Timely reporting and follow-up.

• Compliance with company policies and applicable regulations.

7. General Responsibilities

The employee will perform additional sales-related duties assigned by the Sales Manager or management, in line with business requirements, company policies, and applicable regulations.

Prepared By: Human Resources Department
Reviewed By: Sales Manager / Branch Manager
Approved By: Management
Effective Date: __________________
Employee Acknowledgement: __________________

• It is a Full Time Field Sales job for candidates with 1 - 2 years of experience.