Sales Executive Trading & Demat Account Opening

1 - 5 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a candidate for this role, you will be responsible for prospecting and acquiring clients for Trading & Demat Accounts. Your focus will be on identifying and onboarding high-potential clients from retail, HNI, and corporate sectors. You will also need to stay updated on financial markets, competitor offerings, and regulatory changes to effectively pitch the company's services. Key Responsibilities: - Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts. - Digital Onboarding: You should be able to onboard clients digitally for 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. Qualification Required: - 1+ years of experience in BFSI sales, stockbroking, investment advisory, or wealth management. - 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.,

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