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Finance Broker

Finance Broker

Asset Aura

2 years

1 - 3 Lacs

Mohali

Posted:5 days ago| Platform: GlassDoor logo

Apply

Skills Required

finance strategies marketing outreach crm drive teaching support service development communication trading excel software management ads swing

Work Mode

Remote

Job Type

Full Time

Job Description

Key Responsibilities:

Generate leads for Demat account openings and stock market courses
Convert leads into active customers through effective follow-up and communication
Create and implement sales strategies to increase revenue and client base
Manage social media campaigns, WhatsApp marketing, and outreach initiatives
Monitor performance, run CRM pipelines, and drive monthly sales targets
Build and maintain relationships with high-value clients and influencers
Coordinate with the teaching/support team for post-sale service delivery
Develop affiliate or referral programs to expand reach

Requirements:

Minimum 2-5 years in Sales/Marketing/Business Development (finance industry preferred)
Proven track record of achieving or exceeding sales targets
Excellent communication (Hindi, English; Punjabi )
Familiarity with stock market concepts, Demat accounts, trading platforms
Confident with tools like Excel, CRM software, social media ads
Ability to work independently and lead small teams when required

Perks & Benefits:

Competitive salary + High incentives for performance
Opportunities to grow into senior management or revenue-sharing roles
Learn directly under experienced stock market mentors
Flexible work environment (remote + field mix)
Be a core part of a rapidly expanding finance brand

Bonus Points If You:

Have worked with a sub-broker, trading platform, or stock education brand
Know how to use Instagram Reels, Facebook Ads, Telegram Channels for lead gen
Understand basics of option trading, swing trading, or intraday strategies

Job Types: Full-time, Permanent, Fresher, Contractual / Temporary

Pay: ₹15,000.00 - ₹25,000.00 per month

Schedule:

Day shift

Work Location: In person

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Asset Aura

Mohali, Punjab

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