Job Description

We are seeking an experienced and results-driven Sales leader to join our dynamic equity broking firm in the context of the Indian stock market. As a Sales Leader, you will play a pivotal role in building and maintaining strong client relationships, driving business growth, and promoting our suite of equity broking services tailored to the Indian market. Your ability to understand client needs, provide expert financial advice, and execute effective sales strategies will directly contribute to the success and expansion of our firm within the Indian stock broking (digitally focussed) landscape.

Key Responsibilities:

Client Relationship Management:

• Cultivate and nurture strong relationships with new and existing clients in the Indian market, understanding their financial goals, risk appetite, and investment preferences within the local context. (Clients-Sub Brokers, HNIs)
• Engage regularly with clients through meetings, calls, and correspondence, offering personalized investment advice, insights on Indian market trends, and updates on portfolio performance.
• Address client queries and concerns promptly, ensuring a high level of customer satisfaction and trust.

Business Development:

• Identify potential high-value clients and target segments within the Indian market, devising strategies to acquire new business and expand our client base.
• Actively network within the Indian financial community, participate in Indian stock market events, seminars, and conferences to generate leads, and elevate our brand presence.
• Collaborate with the marketing and research teams to create compelling sales materials, presentations, and market analyses tailored to the Indian stock market landscape.

Investment Advisory:

• Analyze Indian market trends, macroeconomic indicators, and company performance, offering accurate and timely investment recommendations relevant to the Indian context.
• Develop customized investment strategies aligned with clients financial objectives and the dynamics of the Indian stock market, optimizing their equity portfolios.

Sales Execution:

Present equity broking products and services specifically tailored to the Indian stock market, highlighting their features, advantages, and potential returns within the Indian regulatory framework.

Performance Tracking:

• Monitor and evaluate the performance of Indian equity portfolios, adjusting based on Indian market conditions and evolving client goals.
• Regularly provide performance reports and updates to Indian clients, demonstrating the value of our services within the context of the Indian stock market.

Regulatory Compliance:

• Stay updated with Indian market regulations, market trends, and financial news, ensuring full compliance with Indian regulatory standards.

Qualifications and Skills:

• Master’s degree in finance, Business, Economics, or a related field; additional qualifications such as certifications in the Indian financial sector (e.g., NISM Series) are advantageous.
• Demonstrated success in sales within the Indian financial services industry, ideally with experience in equity broking or investment advisory for major Indian states. 8-10 years.
• Thorough understanding of the Indian stock market, equity products, trading strategies, and investment instruments.
• Excellent interpersonal and communication skills, both written and spoken, tailored to the Indian markets cultural nuances.
• Strong analytical skills, with the ability to interpret complex financial data and convey insights effectively to Indian clients.
• Proven track record of achieving and surpassing sales targets in the Indian financial sector.
• Proficiency in utilizing financial software and tools specific to the Indian market for analysis, reporting, and trading.
• Strong ethical values and a commitment to adhering to Indian regulatory requirements.
• Ability to work autonomously, manage an Indian client portfolio, and excel in a fast-paced environment.