Field Sales Executive / Relationship Manager Stock Broking

Department: Sales / Client Acquisition

Industry: Stock Broking / Financial Services

Role: Field Sales – Client Acquisition

Employment Type: Full time

Role OverviewWe are looking for energetic and target-driven Field Sales Executives / Relationship Managers responsible for acquiring new clients for our stock broking and investment platform.

The candidate will be responsible for generating leads, meeting prospective clients, opening Demat & Trading accounts, activating clients, and developing long-term relationships to increase trading and investment business.

- Key ResponsibilitiesAcquire new clients for Demat and Trading Accounts through field sales, referrals, networking, events, and local market activities.
- Meet prospective clients including salaried professionals, business owners, traders, investors, and HNIs.
- Explain the company's stock broking, investment, and trading offerings to prospective clients.
- Complete client onboarding, KYC, account opening, and documentation.
- Ensure newly acquired clients are activated and actively trading/investing, rather than focusing only on account openings.
- Generate revenue through client participation in products such as:
-

- Equity
- Futures & Options
- Mutual Funds
- IPOs
- ETFs
- Bonds and other investment products offered by the company.
- Build and maintain strong relationships with existing and newly acquired clients.
- Generate referrals from existing clients and business networks.
- Conduct regular field visits, client meetings, investor awareness activities, and local acquisition campaigns.
- Maintain daily records of leads, meetings, account openings, activations, and business generated.
- Achieve monthly and quarterly targets for:
-

- New client acquisition




- Account activation
- Revenue generation
- Client assets / AUM where applicable
- Cross-selling of investment products
- Coordinate with dealing, operations, research, and customer-service teams for smooth client servicing.
- Follow all internal compliance requirements and applicable SEBI / exchange regulations.
- Candidate ProfileGraduate in any discipline.
- 1–5 years of field sales experience preferred.
- Experience in stock broking, banking, wealth management, mutual funds, insurance, NBFCs, fintech, or financial-product distribution will be an advantage.
- Candidates with an existing network of traders, investors, business owners, or HNI clients will be preferred.
- Strong communication and interpersonal skills.
- Comfortable with field sales and face-to-face client meetings.
- Target-oriented with strong client-acquisition skills.
- Basic understanding of equity markets and investment products.
- Ability to develop relationships and generate referrals.

Key Performance Indicators (KPIs)Performance will primarily be measured on:

1. Number of new clients acquired
2. Number / percentage of accounts activated
3. Revenue generated from acquired clients
4. Quality and productivity of acquired clients
5. Client assets / AUM mobilised
6. Cross-selling of investment products
7. Client retention and repeat business
8. Referral business generated

- Preferred SkillsField Sales
- Client Acquisition
- Stock Broking
- Demat Account Opening
- Equity Markets
- Relationship Management
- Lead Generation
- HNI Acquisition
- Investment Products
- Mutual Funds
- Revenue Generation
- Cross-Selling

CompensationFixed Salary + Attractive Performance Incentives

Incentives may be linked to client acquisition, account activation, revenue generation, AUM and overall business productivity.

📌 Field Sales Executive (Mumbai)
🏢 Premier Capital Advisor
📍 Mumbai