Sales Executive

Finstac Broking Llp

0 - 31 years

0 Lacs

Palasia, Indore

Posted:2 months ago| Platform: Apna logo

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Skills Required

trading finance communication certification

Work Mode

Remote

Job Type

Full Time

Job Description

Key Responsibilities: Acquire new clients for demat and trading accounts through cold calling, leads, and referrals. Promote equity, derivatives, commodities, and other financial products to retail and HNI clients. Understand client requirements and offer suitable investment solutions. Maintain regular follow-ups with clients and ensure high levels of customer satisfaction. Achieve monthly sales targets for account openings and revenue generation. Cross-sell mutual funds, SIPs, insurance and other third-party financial products. Stay updated on market trends, stock recommendations, and regulatory changes. Requirements: Bachelor’s degree in Finance, Commerce, Business Administration, or a related field. Minimum 0–2 years of experience in financial services/sales preferred (freshers with strong interest in stock markets may apply). Strong knowledge of stock markets, trading platforms, and financial instruments. Excellent communication and interpersonal skills. Self-motivated with a target-driven approach. NISM Series VII (Equity Derivatives) and Series VIII (Equity Sales) certification preferred (or willingness to acquire)(not compulsory).

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Sales Executive

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Experience: Not specified

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Sales Executive