
Equity sales
1 week ago
Job Summary:
Angel One Ltd. The channel partner of HMA Trading Company is looking for adetail-oriented Equity Sales Executive to join our team. The ideal candidate will have experience in KYC documentation , Demat account opening , and handling clients over phone calls . You will be responsible for acquiring clients, ensuring smooth onboarding, and providing after-sales support.
Key Responsibilities:
- Conduct outbound calls to prospective clients to explain Demat account benefits and convert leads into account openings
- Collect, verify, and process KYC documents in accordance with SEBI guidelines
- Ensure timely follow-up with clients to resolve queries and complete documentation
- Maintain client records and update CRM systems with accurate information
- Build strong relationships with clients to increase engagement and retention
- Meet monthly targets for client acquisition and account openings.
Key Requirements:
- Minimum 2 year of experience in financial sales, preferably with broking or banking firms
- Hands-on experience in KYC documentation and Demat account opening processes
- Strong communication and interpersonal skills, especially over the phone.
Looking forward to connect with you soon, All the best
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