Financial Sales Executive

Year    UP, IN, India

Job Description

Job Summary:



Angel One Ltd. The channel partner of HMA Trading

Company is looking for adetail-oriented

Financial Sales Executive

to join our team. The ideal candidate will have experience in

KYC documentation

,

Demat account opening

, and

handling clients over phone calls

. You will be responsible for acquiring clients, ensuring smooth onboarding, and providing after-sales support.

Key Responsibilities:



Conduct outbound calls to prospective clients to explain Demat account benefits and convert leads into account openings Collect, verify, and process KYC documents in accordance with SEBI guidelines Ensure timely follow-up with clients to resolve queries and complete documentation Maintain client records and update CRM systems with accurate information Build strong relationships with clients to increase engagement and retention Meet monthly targets for client acquisition and account openings.

Key Requirements:



Minimum 2 year of experience in financial sales, preferably with broking or banking firms Hands-on experience in

KYC documentation

and

Demat account opening

processes Strong communication and interpersonal skills, especially over the phone Ability to explain & handle clients. Bachelor's degree in Finance, Business, or a related field is preferred.

Benefits:



Fixed Salary + Attractive Incentive Structure Training and career development opportunities. Supportive and professional work environment

Looking forward to connect with you soon, All the best!!

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Job Detail

  • Job Id
    JD3868961
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    UP, IN, India
  • Education
    Not mentioned
  • Experience
    Year