Senior Sales Role - Broking

Lead Generation & Client Acquisition:

• Generate new leads through personal networks, referrals, market contacts, cold calling, digital leads and business development activities.
• Build and maintain a strong pipeline of prospective clients.
• Identify and approach potential HNI, UHNI and affluent clients.
• Conduct regular follow-ups and convert qualified prospects into active clients.
• Develop new sources and channels for continuous lead generation.
• Leverage existing client relationships to generate referrals and new business opportunities.
• Maintain accurate lead records and track prospects through the complete sales cycle.
• Consistently meet monthly lead-generation, conversion and acquisition targets.

Product Sales:

• Sell equity, broking, bonds, fixed income, structured products and other financial products.
• Identify client requirements and present relevant products.
• Cross-sell and upsell products to existing clients.

Business Development & Revenue:

• Achieve assigned sales, brokerage and revenue targets.
• Expand the client base and identify new business opportunities.
• Maintain regular client engagement to generate repeat and referral business.

Coordination & Compliance:

• Coordinate with internal teams for smooth client onboarding and activation.
• Ensure proper documentation and adherence to company and regulatory requirements.

Experience:

• 6 - 8 years of experience in stock broking, capital markets or financial services sales.
• Proven track record in lead generation, client acquisition and revenue generation.
• HNI/UHNI client network will be an advantage.