Job Description

Sales Executive - BullForce (Coimbatore)

Role Summary

Frontline role focused on acquiring and onboarding clients for BullForce, selling demat, trading and 3?in?1

accounts, and cross?selling PMS, IPO and algo trading offerings in the Coimbatore region.

Key Responsibilities

Generate leads and acquire new clients for demat, trading, 3?in?1 accounts and related investment

products.

Explain BullForce's new?gen trading platform, bank partnership, digital savings, digital fixed deposits, PMS

and algo trading to prospects.

Handle end?to?end account opening, including KYC/e?KYC, documentation, form filling and coordination

with operations.

Cross?sell products such as IPOs, PMS and depository services, based on the client's risk profile and

suitability.

Educate clients on CDSL/NSDL demat processes, basic platform features, trading tools and simple

strategies to enhance their experience.

Maintain strong relationships with existing clients to drive activation, retention and higher wallet share.

Participate in local events, investor awareness programs and marketing campaigns to build BullForce's

brand in Coimbatore.

Ensure all sales activities meet regulatory and internal compliance norms.

Requirements

Graduate / Post?graduate in any discipline; Commerce/Finance preferred.

1-3 years of experience in financial services sales with a broking firm, bank or similar institution.

Practical experience in demat/trading/banking product sales is highly desirable.

Basic understanding of PMS, IPOs, depository accounts, trading tools and strategies, with strong

willingness to learn.

NISM certifications will be an added advantage.

Strong communication and presentation skills; fluency in Tamil and working knowledge of English.

Willingness to travel locally and work on field for client meetings and acquisition

Job Types: Full-time, Permanent

Pay: ?18,000.00 - ?20,000.00 per month

Work Location: In person