Sales Manager | Stock Broking

Tradejini Financial Services Pvt Ltd.; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Tradejini Financial Services Pvt Ltd. in Bengaluru seeks an experienced sales professional to acquire clients for Demat & Trading Accounts and drive revenue through direct sales, referrals, and digital leads.

You will promote a range of financial products, build long-term relationships with HNI, Retail and corporate clients, and conduct presentations and product demonstrations. The role requires strong communication, market knowledge, and target-driven attitude.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or any discipline.
• NISM Certification will be an added advantage.
• 6+ years of experience in Stock Broking, Fintech, Wealth Management, Banking, NBFC, Mutual Funds, Insurance (Financial Product Sales).

Responsibilities

• Acquire new clients by promoting Demat & Trading Accounts.
• Generate business through direct sales, referrals, cold calling, networking, and digital leads.
• Achieve monthly revenue, acquisition, and activation targets.
• Cross-sell financial products including Mutual Funds, IPOs, Margin Trading Facility (MTF), Bonds, and other investment solutions.
• Build and maintain long-term relationships with HNI, Retail, and Corporate clients.
• Conduct client meetings, presentations, and product demonstrations.
• Identify new business opportunities, partnerships, and corporate tie-ups.
• Follow up on leads and ensure successful client onboarding.
• Coordinate with Operations, Compliance, and Customer Support teams for smooth account activation.
• Maintain accurate sales pipeline, CRM updates, and daily MIS reports.
• Stay updated on stock market trends, investment products, and competitor offerings.
• Ensure compliance with SEBI, NSE, BSE, and company policies during client acquisition.

Skills

Sales

Negotiation

Communication

Stock Markets

Financial Products

Demat Accounts

CRM Proficiency

Education

Bachelor's Degree in Business/Finance/Marketing

NISM Certification

Tools

MS Excel

CRM Tools

Job description

Key Responsibilities

• Acquire new clients by promoting Demat & Trading Accounts.
• Generate business through direct sales, referrals, cold calling, networking, and digital leads.
• Achieve monthly revenue, acquisition, and activation targets.
• Cross-sell financial products including Mutual Funds, IPOs, Margin Trading Facility (MTF), Bonds, and other investment solutions.
• Build and maintain long-term relationships with HNI, Retail, and Corporate clients.
• Conduct client meetings, presentations, and product demonstrations.
• Identify new business opportunities, partnerships, and corporate tie-ups.
• Follow up on leads and ensure successful client onboarding.
• Coordinate with Operations, Compliance, and Customer Support teams for smooth account activation.
• Maintain accurate sales pipeline, CRM updates, and daily MIS reports.
• Stay updated on stock market trends, investment products, and competitor offerings.
• Ensure compliance with SEBI, NSE, BSE, and company policies during client acquisition.

Required Skills

• Strong sales and negotiation skills.
• Excellent communication and presentation skills.
• Knowledge of stock markets and financial products.
• Experience in Demat Account acquisition or financial product sales.
• Ability to build and manage client relationships.
• Self-motivated and target-driven.
• Proficiency in MS Excel and CRM tools.

Eligibility

• Bachelor's Degree in Business, Finance, Marketing, or any discipline.
• 6+ years of experience in:
• Stock Broking
• Fintech
• Wealth Management
• Banking
• NBFC
• Mutual Funds
• Insurance (Financial Product Sales)
• NISM Certification will be an added advantage.

Preferred Candidate Profile

• Experience in client acquisition and revenue generation.
• Existing network of HNI or retail investors is preferred.
• Strong understanding of financial markets and investment products.
• Ability to work in a fast-paced, target-oriented environment.

Note :

This requirement clearly communicates that you're looking for a hunter profile - someone who can bring business from their existing network rather than relying solely on company-provided leads.

If you are passionate about sales and financial markets and are eager to build a successful career in the fintech industry, we'd love to hear from you!