U
Urja Investment
Financial Advisor
Skills
CRM
2 months ago
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Important information
Contract type:
Permanent
Location:
Delhi, India
Work mode:
Onsite
Published on:
27 August 2026
What they need
Role & responsibilities
- Managed inbound and company-generated leads for business conversion.
- Connected with prospective customers to understand their requirements and recommend suitable products/services.
- Generated business through company-provided leads and client referrals/references.
- Built and maintained strong relationships with existing and potential clients.
- Conducted regular follow-ups to maximise lead conversion and achieve sales targets.
- Coordinated with internal teams to ensure smooth onboarding and customer satisfaction.
- Maintained customer records and updated sales activities in the CRM. Consistently worked towards achieving monthly sales and revenue targets.
Preferred candidate profile
- Minimum 3-4 years of experience in a Stock Broking
- Experience in Demat & Trading Account acquisition is mandatory.
- Knowledge of Equity, Mutual Funds, IPOs, and other investment products.
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