• End to end ownership of client sales from sourcing leads, to sending invoices
• Conduct client walkthroughs/ demos for sales
• Answer any calls/ emails from prospective clients and clients acquired by you
• Follow up with prospective clients and ensure the sale is closed
• Collect feedback from customers and pass it to the product and tech team
• Handle operational issues in the closing of a sale such as payments, invoices, etc.
• Offers and campaigns, occasional promotions, discounts, etc.
• A keen interest in capital markets, especially Options
• Ability to listen to clients with empathy and resolve doubts
• Ability to hustle, take initiative and is a desire to see the numbers growing
• Good written and verbal communication skills in English and Hindi. A third language is a plus
• Finisher – You will chase a deal, follow up, and make sure it is closed
• A natural curiosity and willingness to learn new things
• Experience with broking or wealth… management will be a strong plus