Job Title: Sales Executive – Trading & Demat Account OpeningLocation: Nariman Point, Mumbai

Employment Type: Full-time

Experience: 1-3 years in Financial Sales/Broking/Investment Banking

Key Responsibilities:

Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts.


Digital On boarding: should be able to on board clients digitally. (DMAT- Accounts)


Market Research: Stay updated on financial markets, competitor offerings, and regulatory changes to pitch effectively.


Sales Targets: Achieve monthly/quarterly targets for account openings and revenue generation.


Cross-Selling: Promote additional financial products (equity, mutual funds, IPOs) to enhance client engagement.


Compliance: Ensure adherence to SEBI/RBI guidelines and KYC norms during client onboarding.


Desired Skills & Qualifications:

1+ years of experience in BFSI sales, stockbroking, or investment advisory.


Strong network and ability to tap new clients (retail/HNI/businesses).


Excellent communication, negotiation, and persuasion skills.


Basic knowledge of stock markets, trading, and Demat processes.


Self-motivated, target-driven, and comfortable with field sales.


Job Type: Full-time


Pay: ₹8,514.56 - ₹36,013.80 per month


Language:


  • English (Preferred)


Work Location: Remote

Salary

Hourly based

Remote Job

Worldwide

Job Overview
Job Posted:
1 week ago
Job Type
Full-Time
Job Role
Sales Representative

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Location

Remote , India