Job Description: Sales Executive – Share Market Advisory (SEBI Registered Firm)

Position: Sales Executive

Industry: Share Market Advisory / Investment Advisory

Company Type: SEBI-Registered Investment Advisor (RIA)

🔷 Role Summary

The Sales Executive is responsible for generating new leads, converting prospects into paid advisory clients, and promoting the company’s SEBI-compliant investment advisory services. The role focuses on revenue generation through ethical selling practices while maintaining high standards of communication and customer engagement.

🔷 Key Responsibilities

1. Lead Generation & Client Acquisition

• Identify potential clients interested in stock market, investment advisory, or trading services.

• Contact leads through calls, WhatsApp, emails, and digital channels.

• Present the company’s SEBI-registered advisory services clearly and professionally.

• Convert potential leads into paid subscribers/clients.

2. Sales & Target Achievement

• Meet monthly and quarterly sales targets set by the management.

• Conduct need-based sales conversations to match clients with suitable advisory plans.

• Follow structured scripts and communication guidelines.

3. Communication & Follow-Up

• Maintain strong follow-up with prospective clients to drive conversions.

• Explain advisory plans, pricing, service workflow, and risk disclosures in a transparent way.

• Handle objections and queries effectively.

4. Compliance & Ethical Selling

• Adhere strictly to SEBI guidelines and company policies—no guaranteed returns or misleading promises.

• Ensure all communication with clients is ethical, transparent, and well documented.

• Coordinate with the advisory and compliance teams to maintain regulatory standards.

5. Customer Relationship Management

• Maintain records of all interactions in CRM tools.

• Provide a smooth onboarding experience to new clients.

• Maintain a positive professional relationship with clients to support renewals.

🔷 Skills & Competencies

• Strong communication and convincing skills

• Basic understanding of stock market & financial products

• Customer-centric approach and ethical sales mindset

• Ability to work under target-oriented environment

• Good command of English and regional languages

• Proficiency in CRM tools, MS Excel, and phone communication

🔷 Qualifications

• Minimum: Graduate, Post Graduation

• Experience:

  • Freshers with strong communication skills can apply

  • Experience in stock market sales, brokerage, or advisory sales is a plus

🔷 What the Company Offers

• Competitive salary + performance-based incentives

• Professional training on market basics and SEBI-compliant communication

• Growth opportunities in the investment advisory industry

• Opportunity to work with a SEBI-registered advisory organization

• It is a Full Time Sales / Business Development job for candidates with 6 months - 3 years of experience.

More about this Business Development Executive job

1. What is the eligibility criteria to apply for this Business Development Executive job?
   Ans: The candidate should be Graduate and above and above with 6 months - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹14000 - ₹23000 per month + Incentives that depends on your interview. It's a Full Time job in Indore.
3. How many working days are there for this Business Development Executive job?
   Ans: This Business Development Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Business Development Executive job?
   Ans: No, there is no fee applicable for applying this Business Development Executive job and during the employment with the company, i.e., Alpha Insiight.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Business Development Executive role?
   Ans: There is an immediate opening of 5 Business Development Executive at Alpha Insiight
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Business Development Executive job?
   Ans: This Business Development Executive job has 09:00 AM - 06:00 PM timing.