Job Overview:
We are hiring motivated and dynamic individuals who are passionate about financial markets. As an Investment & Trading Executive, you will be responsible for assisting clients with Mutual Funds, Forex Trading, and Stock Market investments, guiding them with account openings, and ensuring smooth execution of trades.
Key Responsibilities:
* Educate and assist clients in opening Demat & Trading accounts.
* Explain investment options in Mutual Funds, Forex, and Stock Market.
* Provide basic guidance on trading platforms and investment strategies.
* Generate leads and convert them into active investors.
* Support clients in completing KYC and documentation requirements.
* Keep clients updated on market movements, investment opportunities, and risk factors.
* Achieve monthly targets for account openings, investment sales, and trading volume.
* Maintain long-term client relationships and provide after-sales service.
Requirements:
* Minimum Qualification: 12th Pass / Graduate (Finance/Commerce preferred).
* Strong interest in Stock Market, Forex Trading, and Mutual Funds.
* Female preference.
* Good communication and convincing skills.
* Sales skills requires.
* Freshers are welcome (training will be provided).
* +6 month experience required in sales/ Tele-Sales and Telecalling.
What We Offer:
* Fixed Salary + Attractive Incentives (biased on interview)
* Training in Stock Market, Forex, and Mutual Funds
* Growth opportunities in Financial & Trading Industry
* Career development with certifications (if applicable)
* Supportive and professional work culture
Salary
Competitive
Monthly based
Location
Pune, Maharashtra, India
Pune, Maharashtra, India