Job Description

Job Title: Sales Executive - Trading & Demat 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 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.

Job Type: Full-time

Pay: ₹8,514.56 - ₹36,013.80 per month

Language:

English (Preferred)
Work Location: In person