Senior Executive - B2C

Jainam Share Consultants Pvt Ltd.; Kolkata District; On-site; INR 350,000 - 520,000; Full time

Job summary

Jainam Broking Limited in Kolkata is seeking a proactive Sales Executive to identify and attract clients for stock market investment services. You will conduct cold calls, network, and demonstrate products to build a strong client pipeline and drive revenue growth.

The role requires maintaining relationships, achieving monthly and annual targets, and staying informed about market trends and available services. On-site at Kolkata location with B2C East team responsibilities.

Qualifications

• Bachelor’s degree in Finance, Business Admin, Economics, or related field.
• Proven sales or business development experience in financial services.
• Strong knowledge of stock market products, trading, and investment basics.

Responsibilities

• 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.
• 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.
• Build and maintain strong, long-lasting relationships with clients by understanding their investment needs.
• Act as the primary point of contact for clients, addressing inquiries and providing market information.
• Enhance client satisfaction by ensuring high service levels and timely support.
• Stay updated on stock market trends, investment opportunities, and competitor activities.
• Analyze market trends and feedback to identify business opportunities.
• Integrate industry insights into sales presentations and strategies to appeal to clients’ needs.
• Use CRM tools to track leads, manage client interactions, and maintain records of sales activities.
• Ensure smooth onboarding for new clients, guiding account setup and initial options.
• Collaborate with internal teams to align sales with marketing campaigns and service offerings.
• Continuously enhance knowledge of stock market products, services, and regulatory guidelines.
• Participate in training to stay updated on services, regulations, and trends.
• Educate clients about stock market basics, investment risks, and potential returns.

Skills

Communication

Negotiation

Presentation

Relationship building

Target-driven

Education

Bachelor's degree

Tools

CRM software

Microsoft Office

Job description

Jainam Broking Limited

• 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.
• 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.

Location

Kolkata - Dalhousie 2

Department

B2C - East - JBL

Employment Type

Full-time

Applications Received

1

Closes On

10 Dec, 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.