SOSourceright Technologies
Share Market Sales Executive Equentis
Mumbai ₹6-8 LPA Posted 2 Sept 2025
FULL TIME
Bfsi Domain
Job Description
Outbound Sales Calls:
- Make calls to potential customers to promote and sell share market investment products and services.
- Follow up with leads generated via campaigns and marketing.
- Client Education:
- Educate customers about share market trends, investment benefits, and risk factors.
- Explain various financial instruments like equity, mutual funds, and demat accounts.
- Target Achievement:
- Meet or exceed daily, weekly, and monthly sales targets.
- Maintain a healthy conversion ratio through effective pitching and objection handling.
- CRM Management:
- Update all lead details, interactions, and status in the CRM tool accurately.
- Schedule follow-up calls and track responses.
- Compliance & Process Adherence:
- Follow all regulatory and organizational compliance while dealing with financial products
- Maintain professional behavior during all customer interactions.
Market Awareness:
- Stay updated with current share market news, trends, and competitor offerings.
- Provide relevant insights and advice to clients as needed.
Who Should Apply
- Candidates passionate about finance and stock markets
- Sales professionals looking to switch to BFSI domain
- Individuals who are target-driven and persuasive communicators
- Graduates with relevant experience and a desire to grow in financial sales