Responsibilities:

Handle client KYC and Demat/Trading account opening.
Generate leads and acquire recent clients.
Explain stock broking, Demat and investment-related products.
Follow up with prospective clients and convert leads.
Manage KRA, CKYC, e-KYC and Re-KYC documentation.
Handle client queries and provide post-sales support.
Maintain robust relationships with clients.

Requirements:

Experience in Stock Broking / Capital Market / Financial Services.
Knowledge of KYC, Demat & Trading accounts.
Sales and client acquisition experience.
Valuable communication and convincing skills.
.

Skillset Required: KYC, Demat account opening, Trading account opening, Lead generation, Client acquisition, Stock broking, Investment products explanation, Follow up, KRA documentation, CKYC, e-KYC, Re-KYC, Client query handling, Post-sales support, Client relationship management, Sales, Communication skills, Convincing skills

Required Skill Profession

Other General

📌 Kyc Sales Executive Ahmedabad
🏢 EaseBiz Fintech Solutions
📍 Ahmedabad