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.

Skills Required