Retail Sales Executive

Bondsindia; Bengaluru; On-site; INR 400,000 - 650,000; Full time

Job summary

Bondsindia is looking for a proactive sales professional in Bengaluru to generate new business opportunities, identify and qualify potential clients, and promote a range of financial and investment products. You will manage client relationships, tailor solutions to goals, and drive ongoing revenue growth.

The role emphasizes prospecting, follow-ups, CRM record-keeping, and collaboration with internal teams to ensure smooth onboarding and exceptional service.

Responsibilities

• Generate new business opportunities through cold calling, referrals, networking, and digital lead generation.
• Identify and qualify prospective clients interested in financial and investment products.
• Pitch financial services, broking accounts, investment solutions, and wealth management products to potential customers.
• Build and maintain strong relationships with clients to ensure long‑term engagement and retention.
• Understand clients' financial goals and recommend suitable investment and trading solutions.
• Follow up on leads and convert prospects into active trading and investment clients.
• Achieve monthly, quarterly, and annual sales and revenue targets.
• Maintain accurate records of client interactions, sales activities, and pipeline updates in CRM systems.
• Stay updated on financial market trends, investment opportunities, and industry developments.
• Coordinate with internal teams to ensure smooth account opening and client onboarding processes.
• Provide excellent customer service and resolve client queries in a timely manner.

Job description

Role & responsibilities

• Generate new business opportunities through cold calling, referrals, networking, and digital lead generation.
• Identify and qualify prospective clients interested in financial and investment products.
• Pitch financial services, broking accounts, investment solutions, and wealth management products to potential customers.
• Build and maintain strong relationships with clients to ensure long‑term engagement and retention.
• Understand clients' financial goals and recommend suitable investment and trading solutions.
• Follow up on leads and convert prospects into active trading and investment clients.
• Achieve monthly, quarterly, and annual sales and revenue targets.
• Maintain accurate records of client interactions, sales activities, and pipeline updates in CRM systems.
• Stay updated on financial market trends, investment opportunities, and industry developments.
• Coordinate with internal teams to ensure smooth account opening and client onboarding processes.
• Provide excellent customer service and resolve client queries in a timely manner.