Senior Marketing and Sales Executive for Stock Broking for Mumbai

Job Description:

Job Summary:

The Senior Marketing & Sales Executive will play a strategic role in driving growth for the
stock broking division, targeting retail and institutional clients. The ideal candidate will have
experience in financial services, a strong understanding of the stock market, and proven
abilities in generating leads, client acquisition, and brand development. This individual will
develop and execute marketing campaigns, enhance sales strategies, and build client
relationships to increase the company’s market share and revenue.

Key Responsibilities:
Strategic Sales & Marketing:
Develop and implement marketing strategies to attract new clients and retain existing ones.
Work with the team to design targeted campaigns across digital, social media, and offline
channels.
Identify new business opportunities and client segments for growth within the retail and
institutional spaces.
Client Acquisition and Retention:
Drive end-to-end sales processes for acquiring high-value clients, including lead generation,
client pitches, and closing deals.
Develop and maintain long-term relationships with clients, providing tailored financial
solutions based on their investment needs.
Conduct regular client engagement activities to ensure satisfaction and gather feedback for
service improvements.

Market Analysis & Brand Building:
Conduct thorough market analysis to understand industry trends, competitive landscape, and
customer preferences.
Create and execute brand-building initiatives to strengthen the company’s image and position
in the market.
Oversee content creation for marketing materials, presentations, website, and social media to
enhance brand visibility.
Collaboration & Team Leadership:
Work closely with cross-functional teams (e.g., Research, Customer Service) to enhance
client experiences and marketing effectiveness.

Mentor junior sales team members, providing guidance on best practices and client
management techniques.
Performance Tracking & Reporting:
Monitor and report on sales and marketing KPIs, including client acquisition rate, revenue
growth, and ROI of marketing campaigns.
Use data-driven insights to refine strategies, optimize campaigns, and improve overall sales
performance.

Requirements:
Bachelor’s degree in Marketing, Finance, Business Administration, or related field (Master's
degree preferred).
5+ years of experience in sales and marketing, preferably within the financial services or
stock broking industry.
Strong understanding of stock broking, investment strategies, and market regulations.
Proven track record in client acquisition and sales strategy development.
Excellent interpersonal, communication, and negotiation skills.
Proficiency in CRM tools, digital marketing platforms, and financial software.
Ability to thrive in a fast-paced, competitive environment.

Preferred Skills:
Certifications in financial markets (e.g., CFA, CFP) are a plus.
Knowledge of digital marketing, SEO, SEM, and social media campaigns.
Analytical mindset with a high attention to detail.
Proactive and self-motivated with a passion for finance and sales.
Benefits: Competitive salary, performance-based bonuses, health insurance, paid leave, and
professional development opportunities.