Sales Assistant

Client of Talentmate

RESPONSIBILITIES:

1. Sales and Client Acquisition:

- Make outbound calls to
potential clients using leads, databases, or cold calling.

- Present / pitch
investment products such as stocks, bonds, mutual funds, or portfolios.

- Convert leads into
clients through persuasive communication and product knowledge.

2. Client Relationship Management:

- Build and maintain
strong, long-term client relationships over the phone.

- Follow up regularly
with existing clients to provide updates and cross-sell services.

- Address client queries
and concerns professionally and promptly.

3. Trading and Investment Advisory:

- Provide investment
advice within compliance guidelines and based on client profiles.

- Assist clients in
executing trades via brokerage systems.

- Monitor markets and
keep clients informed about relevant opportunities or risks.

4. Market Research and Reporting:

- Stay updated on
financial news, stock performance, and market trends.

- Conduct basic technical
and fundamental analysis to inform recommendations.

- Maintain records of
calls, transactions, and customer interactions using notes.

5. Regulatory and Compliance Adherence:

- Ensure sales practices
comply with relevant financial regulations & company policies.

- Maintain appropriate
knowledge in terms of licenses and certifications.

- Handle documentation
and reporting for audits or internal compliance.

Requirement s:

Excellent communication
skills both in (English & Hindi) is must

Minimum Intermediate / bachelor s
degree preferred

Freshers can apply / training
will be provided

Sales experience is preferred

Must be based in UAE and immediate
joiners ONLY

Ability to commute to work
in Dubai / or can relocate