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 అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 6 months - 3 years of experience.