Employment Type: Full-time, Hybrid

Experience: 1-3 years in Financial Sales/Broking/Investment Banking

Key Responsibilities:

- Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts.
- Digital On boarding: should be able to on board clients digitally. (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.

Desired Skills & Qualifications:





- 1+ years of experience in BFSI sales, stockbroking, or investment advisory.
- Strong network and ability to tap current 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.

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Sales Executive (Mumbai)
🏢 Khandwala Securities
📍 Mumbai