Key Responsibilities
- Build and maintain strong relationships with prospective and existing customers.
- Handle customer information and sales records using Microsoft Excel and the company's CRM system.
- Connect with qualified leads through outbound calling and convert them into potential business opportunities.
- Guide customers by explaining basic financial concepts and comparing different stock brokerage platforms to help them make informed decisions.
- Coordinate with clients throughout the sales process and ensure a smooth customer experience.
- Follow up with prospects, address their queries, and support them until the onboarding process is complete.
- Work closely with the sales team to achieve individual and team performance targets.
- Maintain accurate records of customer interactions and sales activities.
About Company: Trade Brains is a financial website helping readers learn the art of stock investing, trading, portfolio management, financial planning, money management, and more. At FinGrad (an initiative by Trade Brains), we offer the best online courses, webinars, and resources from various top experts who have real skin in the financial game. FinGrad has been built in the mind to deliver end-to-end financial education at our best standard to our novice investors & traders.
