National Retail

  • Location : Gurgaon
  • Department : Sales & Marketing
  • Experience : 10 years
  • Qualfication : Master’s degree in finance, Business, Economics, or a related field

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.
  • Posted On : 30 January, 2024
  • Location : Gurgaon

Important Message The information contained in this file is provided for informational purposes only, and should not be construed as legal advice on any matter. The content and interpretation of the law addressed herein is subject to revision. We disclaim all liability in respect to actions taken or not taken based on any or all the contents of this file to the fullest extent permitted by law. Every effort is made to avoid errors. In spite of that, errors and discrepancies may creep in. It is expressly stated that neither Findoc Investmart Private Limited nor any of the contributors of updates will be responsible for any damage to anybody on the basis of this document. Readers are, therefore, requested to cross check with the original sources e.g. Government publications, Orders, Judgments etc., before taking any action or making any decision. These services are being provided through our group companies Findoc Capital Mart Pvt Ltd and Findoc Finvest Private Limited

Attention Investors
  • 1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
  • 2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
  • 3. Pay 20% upfront margin of the transaction value to trade in cash market segment.
  • 4. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.
  • 5.Investments in securities market are subject to market risks, read all the related documents carefully before investing.
  • 6.The securities are quoted as an example and not as a recommendation.
No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries forrefund as the money remains in investors account.
Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from NSDLon thesame day.....issued in the interest of investors.
KYC is a one-time exercise while dealing in securities markets-once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. | (As instructed by SEBI, We hereby declare that we do engage in proprietary trading in all segment across the exchange.)
Effective communication & Speedy redressal of the grievances a. Register on SCORES portal b. Mandatory details for filing complaints on SCORES: i. Name, PAN, Address, Mobile Number, Email ID c. Benefits: i. Effective communication ii. Speedy redressal of the grievances link:
In case of grievances for any of the services rendered by Findoc Investmart Pvt Ltd write an email to
Mandatory updation of certain attributes of KYC of clients - The advisory is also displayed on the Depository website at following link:
1. NSDL:IN-DP-469-2020 2. Findoc Finvest Pvt. LTD. CIN no:U65910CH1995PTC016409 RBI REGISTRATION NO. B-06.00267 3. Findoc Investmart Private Limited CIN no:U74992CH2010PTC035180 SEBI REGISTRATION NO. INZ000164436 4. Findoc Investmart IFSC PVT. LTD CIN no: U65999GJ2017PTC095984 SEBI REGISTRATION NO. INZ000200735 5. INVESTMENT ADVISOR SEBI Registration no. INA100012297

Member I'd | Nse- 14697 | BSE- 6529 | MCX- 55205 | NCDEX- 01152


Registered Office :

1210/1211/1212/1213,1213A, Exchange Plaza, Near Mercury Hotel, Opp. WTC Tower, Gift City, Gandhi Nagar- 382355, Gujarat, India

Corporate Office :

4th Floor, Kartar Bhawan, Near PAU Gate No.1, Ferozepur Road Ludhiana -141001.

Copyright © 2024 FINDOC INVESTMART PVT. LTD. All Rights Reserved.

Developed & Content Powered by Accord Fintech Pvt. Ltd.

Open a Demat Account