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