Stock Market Specialist

Job Type: Full-Time | Work from Office

Location: Bengaluru

Industry: Financial Services

About:

We are looking for a Stock Market Specialist – Inside Sales who has a good understanding of the stock market and strong communication and sales skills.

The candidate will be responsible for connecting with potential and existing clients, understanding their trading/investment requirements, explaining the Company's research/advisory services in a clear and compliant manner, and converting qualified prospects into clients.

Key Responsibilities

• Make outbound calls to prospective and existing clients through assigned leads.
• Understand the client's trading experience, requirements, and investment objectives.
• Explain the Company's research/advisory services, plans, and service features accurately.
• Conduct product/service presentations over calls and other approved communication channels.
• Follow up consistently with leads and prospective clients.
• Maintain and manage the sales pipeline from lead generation to conversion.
• Handle client queries professionally and coordinate with the relevant internal teams.
• Maintain accurate records of calls, follow-ups, conversions, and sales in the Company's CRM/system.
• Achieve assigned daily, weekly, and monthly sales targets.
• Track individual performance metrics such as calls, follow-ups, conversions, and net sales.
• Build professional relationships with clients and ensure a positive customer experience.
• Coordinate with the reporting manager/team leader regarding leads, payments, sales entries, and client requirements.
• Stay updated with basic market terminology, financial products, and Company services.
• Follow all Company policies, internal processes, compliance requirements, and applicable SEBI regulations/guidelines.

Required Skills:

• Strong verbal and written communication skills.
• Good convincing and negotiation abilities.
• Strong inside-sales and telecalling skills.
• Basic understanding of the Indian stock market.
• Strong follow-up and lead-conversion skills.
• Target-oriented and self-motivated approach.
• Good interpersonal and relationship-building skills.
• Basic knowledge of CRM/Excel and sales reporting.

Salary: Based on performance in interview.