Financial Sales Executive

As a Financial Sales Executive at Angel One Ltd., the channel partner of HMA Trading Company, your role will involve handling KYC documentation, Demat account opening, and client communication over phone calls. Your primary responsibilities will include: - Conducting outbound calls to potential clients, explaining the benefits of Demat accounts, and converting leads into account openings - Collecting, verifying, and processing KYC documents in compliance with SEBI guidelines - Ensuring timely follow-up with clients to address queries and complete necessary documentation - Maintaining client records accurately and updating CRM systems - Building strong relationships with clients to enhance engagement and retention - Achieving monthly targets for client acquisition and account openings To excel in this role, you should possess: - Minimum 2 years of experience in financial sales, preferably in broking or banking firms - Proficiency in KYC documentation and Demat account opening procedures - Excellent communication and interpersonal skills, particularly in phone-based interactions - Ability to effectively explain and handle clients - A bachelor's degree in Finance, Business, or a related field is preferred In addition to the dynamic responsibilities, Angel One Ltd. offers a competitive package that includes a fixed salary along with an attractive incentive structure. You will also have access to training programs and opportunities for career development in a supportive and professional work environment. We look forward to the opportunity to connect with you soon and wish you the best in your application process!,