Sales Executive in Bangalore

Trade Brains group; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Trade Brains Bengaluru is seeking a driven Sales Executive to connect with prospective investors, understand their financial goals, and guide them to suitable investment opportunities through the Trade Brains Portal.

You will build trust-based relationships, convert leads into subscribers, and manage the sales funnel while collaborating with research and product teams to stay updated on portfolio updates and new investment offerings.

Qualifications

• Strong communication skills and client-facing experience.
• Understanding of financial markets and investment concepts.
• Proven ability to convert prospects into subscribers and customers.

Responsibilities

• Engage with prospective clients through calls, emails, and messaging channels.
• Assess clients' financial goals and risk tolerance to tailor recommendations.
• Promote Trade Brains Portal offerings and subscription plans.
• Educate investors on market trends and investment strategies.
• Build trust-based relationships and guide onboarding and decision-making.
• Convert qualified leads into active subscribers and investors while ensuring a smooth experience.
• Maintain regular follow-ups and manage the sales funnel to maximize conversions.
• Record interactions and pipeline updates in CRM tools.
• Collaborate with research and product teams on portfolio updates and new offerings.

Skills

Sales

CRM

Lead generation

Communication

Job description

We are looking for a driven and customer-focused Sales Executive to connect with prospective investors, understand their financial objectives, and help them explore suitable investment opportunities through the Trade Brains Portal. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a passion for helping individuals make informed investment decisions.

Key Responsibilities

• Engage with prospective clients through calls, emails, WhatsApp, referrals, and other lead-generation channels.
• Assess clients' financial goals, investment preferences, and risk tolerance to recommend suitable investment solutions.
• Promote and explain Trade Brains Portal offerings, including curated investment themes, model portfolios, stock recommendations, and subscription plans.
• Educate potential investors on market trends, investment strategies, and long-term wealth creation opportunities.
• Build trust-based relationships with prospects and guide them through the decision‑making and onboarding process.
• Convert qualified leads into active subscribers and investors while ensuring a seamless customer experience.
• Maintain regular follow‑ups and effectively manage the sales funnel to maximize conversions.
• Consistently achieve monthly revenue, subscription, and client acquisition targets.
• Record and track all customer interactions, sales activities, and pipeline updates through CRM tools.
• Collaborate with research and product teams to stay informed about portfolio updates, market developments, and new investment offerings.

About Company:

Trade Brains is a financial website helping readers learn the art of stock investing, trading, portfolio management, financial planning, money management, and more. At FinGrad (an initiative by Trade Brains), we offer the best online courses, webinars, and resources from various top experts who have real skin in the financial game. FinGrad has been built in the mind to deliver end‑to‑end financial education at our best standard to our novice investors & traders.