Sales Executive
4 Nos.
116682
Full Time
0 To 3.0 Year(s)
2.00 LPA TO 3.00 LPA
Sales / BD
Banking/Financial Services
Any - Any Graduation
Job Description:
Job Title: Sales Executive – Trading & Demate Account Opening
**Location: 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 Onboarding: Facilitate digital onboarding of clients for Demat Accounts.
* Market Research: Stay updated on financial markets, competitor offerings, and regulatory changes to effectively pitch products.
* 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.
We look forward to your prompt assistance in finding suitable candidates.
Key Skills :
Company Profile
Established in 1993, this investment boutique offers market intermediation, transaction execution, and financial advisory services to institutions, corporates, high-net-worth individuals, and retail clients. With decades of experience and a strong research team, it combines tradition with innovation to deliver tailored, trustworthy solutions
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