Senior Executive - B2C

Jainam Share Consultants Pvt Ltd.; Kolkata District; On-site; INR 400,000 - 620,000; Full time

Job summary

Jainam Broking Limited in Kolkata is hiring for a full-time sales role focused on client acquisition for stock market investment services. You will identify prospects, conduct cold calling, networking, and demonstrations to build a strong sales pipeline.

You will meet monthly, quarterly, and annual targets, develop sales strategies, and maintain client relationships. A strong grasp of stock market products, CRM proficiency, and excellent communication and negotiation skills are essential.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Proven sales or business development experience in financial services or stock markets.
• 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 interested in stock market investment services.
• Conduct cold calling, networking, and lead generation to build a 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 as needed.
• Maintain client relationships and provide timely market information and support.
• Record sales activities in CRM and coordinate with marketing and service teams.
• Provide product knowledge training and assist onboarding of new clients.
• Prepare regular sales reports and market analyses for management.

Skills

Communication

Negotiation

Presentation

Education

Bachelor's degree in Finance/Business/Economics

Tools

CRM software

Microsoft Office

Job description

Job Description

• 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.

Jainam Broking Limited

5 days ago

Location

Kolkata - Dalhousie 2

Department

B2C - East - JBL

Employment Type

Full-time

Applications Received

0

Closes On

4 Sep, 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.