Experience
1 - 3 yrs
Job Location
Mumbai, India
Vacancy
1
Designation
Sales Executive
Job Type
ONSITE
Job Description
Employment Type: Full-time, Hybrid
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.
No Referrers Available
There are currently no referrers available for this job. You can still apply, will let you know once there is any referrer available.