Senior Executive – Client Acquisition & Sales

About the role

The Senior Executive will drive client acquisition and revenue growth for our stock market investment services. You will be the primary point of contact for prospective and existing investors, delivering compelling presentations and ensuring high client satisfaction.

Key responsibilities

• Identify, approach, and convert potential clients through cold calling, networking, and lead generation.
• Meet and exceed monthly, quarterly, and annual sales targets by developing effective sales strategies.
• Build and maintain long‑lasting client relationships, providing market information and timely support.
• Monitor stock market trends, competitor activity, and investment opportunities to inform sales pitches.
• Use CRM tools to track leads, manage interactions, and ensure smooth onboarding of new clients.
• Continuously update product knowledge and educate clients on market basics, risks, and returns.
• Prepare regular sales reports, forecasts, and market analyses for management.

Required profile

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• Proven sales or business development experience in financial services or the stock market industry.
• Strong understanding of stock market products, trading, and investment fundamentals.

Required skills

• Proficiency with CRM software.
• Advanced knowledge of Microsoft Office Suite.