Sales Executive Job in Bangalore at Trade Brains

CollegeSearch; Bengaluru; On-site; INR 350,000 - 520,000; Full time

Job summary

CollegeSearch is seeking a driven Sales Executive to connect with prospective investors for the Trade Brains Portal, understand financial goals, and recommend investment opportunities.

You will engage via calls, emails, WhatsApp, referrals, and other channels; explain offerings and educate on market trends. Strong communication and CRM skills are essential to succeed and grow with the team.

Qualifications

• Understanding financial markets and investment products.
• Excellent verbal and written communication skills.
• Ability to generate and manage leads using CRM tools.

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 Trade Brains Portal offerings, including investment themes, model portfolios, stock recommendations and subscriptions.
• Educate potential investors on market trends, strategies and wealth creation opportunities.
• Build trust-based relationships and guide prospects through onboarding and decision-making.
• Convert qualified leads into subscribers and investors while ensuring a smooth customer experience.
• Maintain regular follow-ups and manage the sales funnel to maximize conversions.
• Record and track customer interactions and pipeline updates through CRM tools.
• Collaborate with research and product teams to stay informed about portfolio updates and new offerings.

Skills

Financial market knowledge

Communication skills

Lead generation

Customer focus

CRM proficiency

Tools

CRM systems

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

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