Senior Executive - B2C

Jainam Share Consultants Pvt Ltd.; Chennai District; On-site; INR 300,000 - 600,000; Full time

Job summary

Jainam Broking Limited in Chennai is seeking a proactive Sales Specialist to identify and engage potential stock market clients, build a robust pipeline, and drive revenue growth. You will present services, manage relationships, and work with internal teams to align campaigns with client needs.

The role requires strong communication, negotiation, and CRM proficiency, with a focus on meeting monthly and quarterly targets in a full-time Chennai-based position.

Qualifications

• Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Experience: Proven experience in sales or business development within financial services or stock market.
• Skills: Excellent communication, negotiation, and presentation skills; CRM and MS Office proficiency.

Responsibilities

• Identify and approach potential clients interested in stock market investment services.
• Conduct cold calling, networking, and lead generation to build a strong pipeline.
• Deliver engaging presentations and product demonstrations to clients.
• Meet and exceed monthly, quarterly, and annual sales targets.
• Develop and implement sales strategies to maximize revenue.
• Monitor and report on sales performance and adjust tactics.
• Build and maintain strong client relationships and understand investment needs.
• Act as primary contact for clients and provide market information.
• Enhance client satisfaction with high service levels and timely support.
• Stay updated on stock market trends; analyze opportunities.
• Analyze feedback to identify business opportunities.
• Integrate insights into sales presentations and strategies.
• Use CRM to track leads and manage interactions.
• Ensure onboarding and account setup.
• Collaborate with internal teams to align sales with marketing.
• Continuously enhance knowledge of stock market products and regulations.
• Participate in training to stay updated on services and trends.
• Educate clients about stock market basics and risks.
• Prepare and submit sales reports and forecasts.
• Maintain documentation of activities and business development.

Skills

Communication

Negotiation

Presentation skills

Relationship building

Lead generation

Education

Bachelor's degree in Finance, Business Administration, Economics, or related field

Tools

CRM software

Microsoft Office Suite

Job description

Job Description:

Jainam Broking Limited

• 44 minutes ago

Location

Chennai - 2

Department

B2C - South - JBL

Employment Type

Full-time

Applications Received

0

Closes On

24 Oct, 2026

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.