Senior Executive - Aura

Jainam Share Consultants Pvt Ltd.; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Jainam Broking Limited in Mumbai invites a driven Sales Executive to join our Aura - JBL team. You will identify and approach potential clients, conduct cold calls, and demonstrate our stock market services to build a strong pipeline and generate revenue.

You will own client relationships, hit sales targets, analyze market trends, manage CRM-driven processes, coordinate with internal teams, and coach clients on investment opportunities with a focus on service excellence.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• Proven experience in sales or business development within the financial services or stock market.
• Strong understanding of stock market products, trading, and investment basics.
• Excellent communication, negotiation, and presentation skills.
• Ability to build rapport and manage relationships with diverse clients.
• Proficiency in CRM software and Microsoft Office Suite.
• Goal-oriented, self-motivated, and able to work in a target-driven environment.

Responsibilities

• Identify and approach potential clients for stock market investment services.
• Conduct cold calling, networking, and lead generation to build a client pipeline.
• Deliver presentations and product demos to showcase services.
• Meet and exceed monthly, quarterly, and annual sales targets.
• Develop sales strategies to maximize revenue and monitor performance.
• Build long-lasting client relationships and be main contact for inquiries.
• Stay updated on market trends and identify opportunities.
• Use CRM tools to track leads and manage client interactions.
• Assist onboarding and coordinate with internal teams.
• Prepare sales reports and maintain documentation.

Skills

Client acquisition

Sales negotiation

Presentation skills

Communication skills

Relationship management

Education

Bachelor's degree in Finance / Economics / Business Administration

Tools

CRM software

Microsoft Office

Job description

Job Description:

Jainam Broking Limited

13 hours ago

Location:

Mumbai 2

Department:

Aura - JBL

Employment Type:

Full-time

Applications Received:

1

Closes On:

18 Oct, 2026

Job Description

Client Acquisition

• Identify and approach potential clients interested in stock market investment services.
• Conduct cold calling, networking, and lead generation to build a strong pipeline of prospective clients.
• Deliver engaging presentations and product demonstrations to clients, showcasing the value of our stock market services.

Sales Target Achievement

• Meet and exceed monthly, quarterly, and annual sales targets.
• Develop and implement effective sales strategies and plans to maximize revenue.
• Continuously monitor and report on sales performance, adjusting tactics as necessary to achieve targets.

Client Relationship Management

• Build and maintain strong, long-lasting relationships with clients by understanding their investment needs.
• Act as the primary point of contact for clients, addressing their inquiries and providing relevant market information.
• Enhance client satisfaction by ensuring a high level of service and timely support.

Market Analysis & Trend Identification

• Stay updated on stock market trends, investment opportunities, and competitor activities.
• Analyze market trends and feedback to identify potential business opportunities.
• Integrate industry insights into sales presentations and strategies to appeal to clients needs.

Sales Process Management

• Use CRM tools to track leads, manage client interactions, and maintain accurate records of sales activities.
• Ensure smooth onboarding for new clients, guiding them through account setup and initial investment options.
• Collaborate with internal teams to align sales efforts with marketing campaigns and service offerings.

Product Knowledge & Training

• Continuously enhance knowledge of stock market products, services, and regulatory guidelines.
• Participate in training programs to stay updated on new services, financial regulations, and stock market trends.
• Educate clients about stock market basics, investment risks, and potential returns to support informed decisions.

Reporting & Documentation

• Prepare and submit regular sales reports, forecasts, and market analyses to management.
• Maintain thorough documentation of sales activities, client interactions, and business development efforts.

Qualifications

• Education:
• Bachelors degree in Finance, Business Administration, Economics, or a related field.
• Experience:
• Proven experience in sales or business development within the financial services or stock market industry preferred.
• Strong understanding of stock market products, trading, and investment basics.
• Skills:
• Excellent communication, negotiation, and presentation skills.
• Ability to build rapport and manage relationships with diverse clients.
• Proficiency in CRM software and Microsoft Office Suite.
• Goal-oriented, self-motivated, and able to work in a target-driven environment.

Preferred Qualifications

• Certifications related to finance or stock market operations.
• Familiarity with stock trading platforms and investment analysis tools.
• Ability to adapt to fast-changing market trends and investment opportunities.