Posted:11 hours ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Description :


Core Responsibility:

  • Acquire new clients by opening Demat and Trading accounts.
  • Ensure timely margin collection from clients to facilitate trading.
  • Sell the firm's in-house financial products (e.g., Equity, MF, Derivatives).
  • Distribute approved third-party products (e.g., Insurance, PMS).
  • Meet daily/weekly/monthly sales targets and revenue goals.
  • Conduct field visits and build strong client relationships.
  • Complete all KYC and compliance documentation accurately.
  • Maintain sales activity records in the CRM system.


Must-Haves


Proven experience in field sales within the financial services/broking industry.


Good knowledge of stock market products and regulations.


Excellent communication and negotiation skills.


Willingness to travel extensively and work on the field.


If you are a driven individual with a passion for sales and finance, and you are ready to make a significant impact on our client base, we encourage you to apply on

HR - 73045 01604 or mail your CV on jyoti.mehta@tradebulls.in

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