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: Number of current clients acquired Number / percentage of accounts activated Revenue generated from acquired clients Quality and productivity of acquired clients Client assets / AUM mobilised Cross-selling of investment products Client retention and repeat business 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 Compensation Fixed 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