Sales Executive (Demat Account Opening)

1 - 3 years

1 - 3 Lacs

Posted:2 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

We are leading financial services firm specializing in stock market investment solutions. As part of our growth strategy, we are hiring Sales Executive to promote and open Demat & Trading account for new clients. This role is ideal for individuals who are ambitious, confident and eager to build a rewarding career in the finance and stock broking industry. Key Responsibilities: Identify and connect with potential clients through fieldwork, referrals, event, social media, or cold calling, Explain the need and benefits of Demat & Trading accounts. Provide knowledge about stock market basics and investment tools. Assist client in KYC documentation and online onboarding. Ensure smooth digital or physical verification. Follow up on leads and close sales effectively. Meet weekly and monthly sales targets. Ensure account activation and hand-holding support to clients. Build trust and maintain long-term relationships with customers. Promote mutual funds, SIPs, Insurance and Portfolio Services. Key Qualifications: Educational Background: Bachelors degree or a related field is preferred. Communication and Interpersonal Skills: Strong ability to build rapport with clients and effectively communicate the value of demat accounts. Knowledge of Financial Markets: Understanding of stock market, trading platforms, and investment options. Experience: Prior experience in financial service industry is an advantage but not mandatory. What we offer: Competitive salary package. A collaborative and supportive work environment. Opportunities for professional growth and skill development.

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