Sales / Client Relations Executive

We are looking for a motivated Sales / Client Relations Executive to meet prospective clients, explain our broking and algo-trading services, and convert qualified leads into active clients.

Key Responsibilities

• Meet prospective clients such as HNIs, business owners, and investors.
• Explain broking and algo-trading services clearly and professionally.
• Convert qualified leads into active accounts.
• Handle account-opening documentation and KYC follow-ups.
• Build and maintain long-term relationships with existing clients.
• Handle client queries and coordinate with the trading and technology teams.
• Achieve monthly client-acquisition and sales targets.

Requirements

• Good communication, presentation, and negotiation skills.
• Strong client-handling and relationship-building abilities.
• Interest/knowledge in financial markets is preferred.
• Target-oriented and self-motivated.
• Willingness to travel for client meetings.

Benefits

• Petrol/Travel Allowance provided
• Performance-based incentives

Pay: ₹20,000.00 - ₹25,000.00 per month

Education:

• Bachelor's (Preferred)

Experience:

• finance or marketing: 1 year (Preferred)

Location:

• Surat, Gujarat (Preferred)

Work Location: In person