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Company Description Capital Insight Research is a SEBI-registered investment advisory and research firm focused on simplifying the stock market for everyday investors and traders. The firm leverages data-driven insights, rigorous financial analysis, and proprietary research models to support clients in equity and derivative markets with clarity and discipline. With core strengths in technical and fundamental research, portfolio advisory, derivative analytics, and risk management, Capital Insight Research translates complex financial data into practical trading and investment strategies. The team is committed to unbiased guidance that balances risk and capital efficiency while promoting investor education and market literacy. As a rapidly growing organization, the firm offers an accelerated career environment for professionals passionate about financial markets and advisory services.
Role Description The Sales Executive role is a full-time, on-site position based in Indore. The Sales Executive will identify and qualify prospective clients, present advisory and research services, and manage the end-to-end sales cycle from initial outreach to closing agreements. Daily responsibilities include conducting market and client research, building and maintaining strong relationships with investors and traders, and coordinating with research and advisory teams to align client needs with firm offerings. The role involves preparing sales presentations, maintaining accurate records in CRM tools, achieving revenue and client acquisition targets, and providing post-sale support to ensure high client satisfaction. The Sales Executive will also represent the firm at events, seminars, and client meetings to strengthen brand presence and support business growth.
Qualifications
- Strong sales and business development skills, including closing deals in financial or related services.
- Knowledge of capital markets, equity and derivative products, and basic concepts of technical and fundamental analysis.
- Excellent communication, negotiation, and presentation abilities, with a focus on client-centric, consultative selling.
- Proficiency in CRM tools, MS Office (Excel, PowerPoint, Word), and basic data interpretation for client proposals.
- Ability to work in a fast-paced, target-driven environment with strong time management and organizational skills.
- Bachelor’s degree in Business, Finance, Economics, or a related field; relevant certifications in securities or investment advisory are an advantage.
- Prior experience in financial advisory, brokerage, wealth management, or investment product sales is highly preferred.
- High ethical standards, compliance orientation, and willingness to stay updated on SEBI guidelines and market developments.
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