Marketing Executive

Share Brother Financial Services; Sarkhej; On-site; INR 300,000 - 600,000; Full time

Job summary

ShareBrother Financial seeks a dynamic business development professional in Gujarat, India, to identify new opportunities, generate leads, and build strong client relationships. The role involves communicating suitable financial products, achieving revenue targets, and coordinating with multiple teams for seamless service.

The ideal candidate possesses strong communication skills, a sales mindset, and the ability to work independently.

Qualifications

• Strong communication and interpersonal skills.
• Sales and relationship-building mindset.
• Good follow-up and negotiation skills.
• Basic understanding of Mutual Funds / Financial Markets preferred.
• Ability to work independently and achieve targets.
• Freshers with strong communication and a willingness to learn may apply.

Responsibilities

• Identify and develop new business opportunities through calls, networking, referrals, social media, and other channels.
• Generate and follow up on leads and prospective clients.
• Build and maintain strong relationships with clients, distributors, and business partners.
• Understand client requirements and communicate suitable financial products/services as per company guidelines.
• Achieve assigned business development and revenue targets.
• Conduct regular follow-ups with prospective and existing clients.
• Coordinate with the research, back-office, and sales teams for smooth client servicing.
• Maintain accurate records of leads, follow-ups, meetings, and conversions in the CRM/company system.
• Develop and maintain a strong professional network to generate recurring business opportunities.
• Stay updated with mutual fund, financial market, and industry developments.

Skills

Strong communication and interpersonal

Sales and relationship-building

Negotiation skills

MS Excel / CRM familiarity

Tools

MS Excel

Google Sheets

CRM tools

Job description

Key Responsibilities

• Identify and develop new business opportunities through calls, networking, referrals, social media, and other channels.
• Generate and follow up on leads and prospective clients.
• Build and maintain strong relationships with clients, distributors, and business partners.
• Understand client requirements and communicate suitable financial products/services as per company guidelines.
• Achieve assigned business development and revenue targets.
• Conduct regular follow-ups with prospective and existing clients.
• Coordinate with the research, back-office, and sales teams for smooth client servicing.
• Maintain accurate records of leads, follow-ups, meetings, and conversions in the CRM/company system.
• Develop and maintain a strong professional network to generate recurring business opportunities.
• Stay updated with mutual fund, financial market, and industry developments.
• Represent ShareBrother Financial professionally during client meetings, events, and other business activities.
• Ensure all client communication and business activities follow applicable company policies and regulatory guidelines.
• Prepare regular reports on lead generation, conversions, and business performance.
• Contribute ideas to improve customer acquisition, distributor engagement, and business growth.

Preferred Skills

• Strong communication and interpersonal skills
• Sales and relationship-building mindset
• Good follow-up and negotiation skills
• Basic understanding of Mutual Funds / Financial Markets preferred
• Ability to work independently and achieve targets
• Good knowledge of MS Excel, Google Sheets, and CRM tools
• Freshers with strong communication and a willingness to learn may also apply.