Job Description:

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. (DEMAT- 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 recent 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.

📌 Sales Executive (Mumbai)
🏢 RECEX
📍 Mumbai