Senior Executive - Alpha
Jainam Broking Limited
- Location
- Bhavnagar, Gujarat, India
- Job type
- Full-time
Required skills
- client acquisition
- client satisfaction
- cold calling
- CRM
- lead generation
- market analysis
- marketing campaigns
About the role
Jainam Broking Limited
Website:
jainam.in
Job details:
Jainam Broking Limited
Location
Bhavnagar
Department
Alpha - JBL
Employment Type
Full-time
Applications Received
1
Closes On
1 Nov, 2026
Job Description
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.
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