Responsibilities
Acquire clients for stock market investment services, meet sales targets, and build lasting client relationships through presentations, market information, and responsive support. Manage leads and onboarding using CRM tools, stay informed about market trends and products, and prepare sales reports and documentation.
Requirements
A bachelor's degree in Finance, Business Administration, Economics, or a related field is specified, along with a strong understanding of stock market products, trading, and investment basics. Relevant financial services or stock market sales experience is preferred; candidates should have strong communication, negotiation, presentation, relationship-building, CRM, and Microsoft Office skills.