Senior Telesales Executive

1. Sales and Client Acquisition

   • Make outbound calls to potential clients using leads, databases, or cold calling.

   • Present and pitch investment products such as stocks, bonds, mutual funds, or portfolios.

   • Convert leads into clients through persuasive communication and product knowledge.

2. Client Relationship Management

   • Build and maintain strong, long-term client relationships over the phone.

   • Follow up regularly with existing clients to provide updates and cross-sell services.

   • Address client queries and concerns professionally and promptly.

3. Trading and Investment Advisory

   • Provide investment advice within compliance guidelines and based on client profiles.

   • Assist clients in executing trades via brokerage systems.

   • Monitor markets and keep clients informed about relevant opportunities or risks.

4. Market Research and Reporting

   • Stay updated on financial news, stock performance, and market trends.

   • Conduct basic technical and fundamental analysis to inform recommendations.

   • Maintain records of calls, transactions, and customer interactions using CRM tools.

5. Regulatory and Compliance Adherence

   • Ensure all sales practices comply with relevant financial regulations and company policies.

   • Maintain appropriate licenses and certifications.

   • Handle documentation and reporting for audits or internal compliance.

Skills and Qualifications

• Excellent communication and telesales skills

• Strong understanding of financial products and stock market basics

• Ability to work in a fast-paced, target-driven environment

• Proficiency with CRM software and trading platforms

• Resilience, motivation, and confidence in closing sales

• Prior telesales or brokerage experience preferred