Retail Sales Executive

Total years of Experience: 1 to 2 years

Key Responsibilities:

• Identify, engage and onboard new clients for Demat and trading accounts to drive sustained business growth.
• Promote and sell a wide range of financial products, including equities, mutual funds, SIPs, IPOs and insurance solutions, based on client needs.
• Effectively manage and convert company-provided leads while proactively generating new prospects through referrals, networking and targeted outreach activities.
• Support clients through the end-to-end account opening process, including KYC verification and trading activation, ensuring a smooth and hassle-free onboarding experience.
• Consistently meet or exceed monthly sales, revenue and acquisition targets as defined by the organization.
• Build, maintain, and strengthen long-term client relationships to encourage repeat business and identify cross-selling and upselling opportunities.
• Stay updated on market trends, product offerings and regulatory guidelines to provide accurate, timely, and compliant advice to clients.

Job Type: Full-time

Pay: ₹18,000.00 - ₹25,000.00 per month

Work Location: In person