Key Responsibilities

- Generate leads and acquire new clients for Demat & Trading Account opening.
- Achieve targets for Brokerage / Revenue, Client Acquisition and Trading Volume.
- Cross-sell eligible financial products such as Mutual Funds, IPOs, Bonds, etc.
- Engage with clients regarding their trading and investment requirements.
- Explain Demat/Trading accounts, equity products and company services.
- Follow up with clients until the account is successfully opened and activated.
- Assist clients with basic onboarding and trading platform procedures.
- Maintain robust relationships with existing and new clients.
- Ensure proper KYC, documentation and compliance with company policies.

Requirements

- 2-4 years of experience.
- Graduate in preferably Commerce, Finance,.
- Good communication, sales and client-handling skills.
- Basic knowledge of equity markets and Demat/Trading accounts.
- NISM certification will be an added advantage.

Job Type: Full-time

Pay: ₹30,000.00 - ₹40,000.00 per month

Benefits:

- Provident Fund

Work Location: In person

📌 Sales Executive (India)
🏢 Indo-Thai Securities
📍 India