Equity Advisors

Elite Credix; Gurugram District; Presencial; INR 300.000 - 600.000; Jornada completa

Descripción de la vacante

Elite Credix in Gurgaon seeks a proactive Sales Executive to grow our client base in equity investments and Demat services. You will identify investors, present tailored trading options, draft proposals, and guide onboarding.

Key duties include lead generation, account onboarding, consultative selling, and maintaining strong client relationships to foster growth and referrals. Graduate with finance/business background preferred; NISM a plus.

Formación

• Understanding of stock markets and equity investments.
• Strong English communication for client interaction.
• Graduate in Finance, Business, Commerce, or related field.
• NISM certifications are a plus.

Responsabilidades

• Identify potential investors for equity products and Demat accounts.
• Pitch and facilitate Demat & Trading account openings.
• Present equity investment options and trading tools to clients.
• Draft investment proposals and follow-up emails.
• Track leads and manage client records in CRM or MS Office.
• Maintain long-term relationships to drive portfolio growth.

Conocimientos

Stock market knowledge

English communication

Demat account processes

MS Office

Proposal drafting

Sales target focus

Educación

Graduate in Finance/Business/Commerce

Herramientas

MS Office

CRM tools

Descripción del empleo

Job Title: Sales Executive Equity Investment & Demat Services

Location: Gurgaon

Job Type: Full-Time

Department: Sales & Business Development

Position Overview

We are seeking a proactive and result-driven Sales Executive to expand our client base in equity investments, stock trading, and Demat account openings. You will identify prospective investors, present tailored trading solutions, draft proposals, and guide clients through seamless account onboarding.

Key Responsibilities

• Lead Generation & Client Acquisition: Identify potential retail and high-net-worth investors interested in stock market trading and equity products.
• Account Onboarding: Pitch and facilitate Demat & Trading account openings for new clients.
• Consultative Selling: Present equity investment options, trading tools, and market insights tailored to client goals.
• Proposal & Email Management: Draft professional investment proposals, follow-up emails, and client communications.
• Data & Lead Management: Track, update, and manage prospective leads, client records, and sales pipelines using MS Office (Excel, Word) or CRM tools.
• Client Relationship Management: Maintain strong long-term relationships with existing clients to encourage portfolio growth and referrals.

Qualifications & Requirements

• Domain Knowledge: Basic to intermediate understanding of stock markets, equity investments, trading platforms, and Demat account processes.
• Communication Skills: Exceptional verbal and written English [and local language, e.g., Hindi] for persuasive client interaction.
• Tech & Tool Proficiency: Strong hands-on experience with MS Office (Excel for data management, Word for drafting, PowerPoint for presentations) and professional email etiquette.
• Proposal Drafting: Ability to prepare clear, structured sales proposals and pitch decks.
• Target-Driven: Self-motivated mindset focused on achieving monthly acquisition and revenue targets.
• Education: Graduate in Finance, Business Administration, Commerce, or a related field (NISM certifications are a plus).

What We Offer

• Competitive fixed salary + attractive target-based incentives.
• Opportunities for fast-track career growth in wealth management and financial services.
• Comprehensive product and stock market training. Experinac- 1.5 to 3 years in brokings sales ,