Financial Associate
Role Overview
Shares Bazaar Private Limited Company Overview: Shares Bazaar is a SEBI-registered Research Analyst firm with over a decade of industry expertise, offering research-driven financial insights and advanced market tools to investors and traders worldwide. With a focus on technology-enabled decision support, algorithmic strategies, and customer-centric advisory services, Shares Bazaar empowers clients to make informed and confident investment decisions. Role Summary: We are seeking a dynamic and motivated Financial Associate to join our team and support our mission to deliver high-quality financial insights and services. In this role, you will collaborate with cross-functional teams to drive research excellence, enhance client experience, and contribute to product innovation. What You Bring: Strong analytical mindset with interest in markets and financial research. Excellent communication and teamwork skills. Proficiency with data tools or willingness to learn research and analysis platforms. Prior experience or passion for algorithmic trading/technology tools is a plus. Why Join Shares Bazaar: Opportunity to grow in a fast-paced, tech-driven financial services environment. Work with a team dedicated to innovation, accuracy, and client success. Contribute to tools and insights that support traders and investors globally.
Key Responsibilities
- Here are the Responsibilities in simple bullet points:
- Make outbound calls to prospective clients to promote products/services.
- Handle cold calling, follow-up calls, and inbound sales inquiries.
- Identify and qualify leads to build a strong sales pipeline.
- Onboard clients and maintain proper documentation.
- Develop strong product knowledge (debentures, equity derivatives, etc.).
- Explain product features, benefits, pricing, and market policies clearly to clients.
- Conduct client briefings and presentations before onboarding.
- Deliver persuasive sales pitches tailored to customer needs.
- Achieve monthly and annual sales targets.
- Track personal sales performance and conversions.
- Maintain accurate customer data in CRM systems.
- Ensure timely follow-ups to nurture and retain clients.
- Handle customer objections and negotiate when required.
- Build long-term relationships for repeat business and referrals.
- Prepare and submit regular sales reports.
- Share market feedback, customer insights, and competitor information with management.
Required Skills & Qualifications
- Here are the Requirements for the Telesales Executive role at Shares Bazaar:
- Qualifications & Experience
- Bachelor’s degree in any discipline (Business, Marketing, or related field preferred).
- 1–3 years of experience in telesales, inside sales, or customer service roles.
- Proven track record of achieving or exceeding sales targets.
- Skills & Competencies:
- Excellent communication and interpersonal skills (English and regional languages preferred).
- Strong persuasion, negotiation, and objection-handling skills.
- Customer-centric mindset with relationship-building ability.
- Target-oriented and self-motivated approach.
- Good time management and multitasking skills.
- Resilience and adaptability in a fast-paced environment.
- Proficiency in CRM systems, MS Office, and telecommunication tools.
Nice to Have
- Prior experience in financial services, stock market advisory, or investment products.
- Basic understanding of equity markets, derivatives, debentures, and trading platforms.
- Certification in NISM or any financial market–related qualification.
- Experience working with high-value clients or HNI customers.
- Familiarity with sales automation tools and advanced CRM platforms.
- Strong presentation skills with the ability to conduct virtual client demos.
- Multilingual communication skills (Telugu/Hindi preferred).
- Experience in target-driven environments with incentive-based structures.