Jainam - Senior Manager - B2C Segment

Senior Manager - B2C Segment

Description:

Job Description:

- Identify and approach potential clients interested in stock market investment services.

- Conduct cold calling, networking, and lead generation to build a strong pipeline of prospective clients.

- Deliver engaging presentations and product demonstrations to clients, showcasing the value of our stock market services.

Sales Target Achievement:

- Meet and exceed monthly, quarterly, and annual sales targets.

- Develop and implement effective sales strategies and plans to maximize revenue.

- Continuously monitor and report on sales performance, adjusting tactics as necessary to achieve targets.

Client Relationship Management:

- Build and maintain strong, long-lasting relationships with clients by understanding their investment needs.

- Act as the primary point of contact for clients, addressing their inquiries and providing relevant market information.

- Enhance client satisfaction by ensuring a high level of service and timely support.

Market Analysis & Trend Identification:

- Stay updated on stock market trends, investment opportunities, and competitor activities.

- Analyze market trends and feedback to identify potential business opportunities.

- Integrate industry insights into sales presentations and strategies to appeal to clients needs.

Sales Process Management:

- Use CRM tools to track leads, manage client interactions, and maintain accurate records of sales activities.

- Ensure smooth onboarding for new clients, guiding them through account setup and initial investment options.

- Collaborate with internal teams to align sales efforts with marketing campaigns and service offerings.

Product Knowledge & Training:

- Continuously enhance knowledge of stock market products, services, and regulatory guidelines.

- Participate in training programs to stay updated on new services, financial regulations, and stock market trends.

- Educate clients about stock market basics, investment risks, and potential returns to support informed decisions.

Reporting & Documentation:

- Prepare and submit regular sales reports, forecasts, and market analyses to management.

- Maintain thorough documentation of sales activities, client interactions, and business development efforts.

Qualifications:

Education:

- Bachelors degree in Finance, Business Administration, Economics, or a related field.

Experience:

- Proven experience in sales or business development within the financial services or stock market industry preferred.

- Strong understanding of stock market products, trading, and investment basics.

Skills:

- Excellent communication, negotiation, and presentation skills.

- Ability to build rapport and manage relationships with diverse clients.

- Proficiency in CRM software and Microsoft Office Suite.

- Goal-oriented, self-motivated, and able to work in a target-driven environment.

Preferred Qualifications:

- Certifications related to finance or stock market operations.

- Familiarity with stock trading platforms and investment analysis tools.

- Ability to adapt to fast-changing market trends and investment opportunities.