Tele Calling Executive

About Us:

Established in 1999, Shri Vardhaman Broking is a trusted and client-focused stock broking firm located in Khetwadi, Mumbai. We specialize in equity trading, derivatives, mutual funds, and asset management products, and are proud partners of Mirae Asset Sharekhan. With a strong track record and a high client retention rate, we are now expanding our team to scale our outreach and provide better service to our growing clientele.

Job Summary:

We are looking for a motivated and knowledgeable Sales Executive with a passion for the stock market and financial products. The ideal candidate will have experience or understanding in stock trading, derivatives, mutual funds, and asset management products, and will be responsible for identifying, meeting, and onboarding prospective clients in and around our local area.

Key Responsibilities:

• Meet prospective clients in our vicinity and explain our services and investment products.
• Cold call leads from provided data to generate interest and schedule appointments.
• Conduct meetings and one-on-one sessions with interested prospects to convert them into active clients.
• Guide new clients through the onboarding process until a dedicated Relationship Manager (RM) is assigned.
• Clearly explain products like equity trading, F&O, mutual funds, SIPs, PMS, etc., in a client-friendly manner.
• Maintain daily records of client interactions and follow-ups.
• Participate in local events, client camps, or community outreach to promote our brand and services.
• Share client feedback and market insights with the management team for process improvement.

Required Skills & Qualifications:

• Basic to strong understanding of stock trading, derivatives, mutual funds, and investment products.
• Prior experience in financial sales, telecalling, or client servicing preferred.
• Strong communication and interpersonal skills (Hindi, English, and Marwadi or Gujrati).
• Self-driven with a positive attitude and goal-oriented mindset.
• Ability to build trust and long-term relationships with clients.
• No Minimum educational qualification.

Job Types: Full-time, Permanent

Pay: ₹12,000.00 - ₹30,000.00 per month

Benefits:

• Paid sick time
• Paid time off

Schedule:

• Day shift

Supplemental Pay:

• Commission pay
• Yearly bonus

Experience:

• Stock Market: 2 years (Required)

Work Location: In person