Financial sales executive
5 days ago
Job Summary: Angel One Ltd. The channel partner of HMA Trading Company is looking for adetail-oriented Financial 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 Ability to explain & handle clients. Bachelor’s degree in Finance, Business, or a related field is preferred. Benefits: Fixed Salary + Attractive Incentive Structure Training and career development opportunities. Supportive and professional work environment Looking forward to connect with you soon, All the best
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Sales Executive
1 week ago
Noida, India Loans4wish Financial Services Full time**Loans4wish Finacial Services** **(A unit of Myzeon Ventures Pvt. Ltd.)** **Position**:Relationship Officer **Reporting to**:Team Leader **Location**:Noida **Roles and Responsibilities**: - Supporting and understanding customer requirements and closing sales. - Supporting in a range of financial/Insurance products over the phone. - Ability to learn...
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Financial sales executive
5 days ago
noida, India HMA Trading Full timeJob Summary:Angel One Ltd. The channel partner of HMA Trading Company is looking for adetail-oriented Financial 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...
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Financial sales executive
1 week ago
noida, India HMA Trading Full time ₹ 18,000 - ₹ 40,000Job Summary:Angel One Ltd. The channel partner of HMA Trading Company is looking for adetail-oriented Financial 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...
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Financial Sales Executive
2 weeks ago
Sector-128 Noida, Noida, Uttar Pradesh, India Investcraft (Sharekhan Franchise) Full timeJob Title: Financial Sales Executive - Investcraft (Sharekhan Franchise, Noida) About Investcraft: Investcraft is a SEBI-registered financial advisory firm and an authorized Sharekhan franchise in Noida. We specialize in equity investments, mutual funds, PMS, and trading services, offering customized wealth management solutions to a growing base of retail...
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Financial Sales Executive
2 weeks ago
Sector- Noida, Noida, Uttar Pradesh, India Indovietnam DMC Full time ₹ 4,20,000 per yearJob Title: Financial Sales Executive – Investcraft (Sharekhan Franchise, Noida)About Investcraft:Investcraft is a SEBI-registered financial advisory firm and an authorized Sharekhan franchise in Noida. We specialize in equity investments, mutual funds, PMS, and trading services, offering customized wealth management solutions to a growing base of retail...
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Analyst Financial Advisory Support
2 weeks ago
Noida, Uttar Pradesh, India Ameriprise Financial Full time ₹ 9,00,000 - ₹ 12,00,000 per yearThe candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors' practices. This position will...
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Financial sales executive
6 days ago
noida, India HMA Trading Full time ₹ 8,00,000 - ₹ 12,00,000 per yearJob Summary:Angel One Ltd. The channel partner of HMA Trading Company is looking for adetail-oriented Financial 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...
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Corporate Sales Executive
4 days ago
Noida, India Sales Brigade Full time**Corporate Sales Executive** - **Experience - **4 months to 1 year - **Location - **Noida - **Mode - **In Office - **Salary - **15k - 35k 1.Understand the courses offered by our edtech platform. 2.Go through the study material during the training session. 4.Do follow up and close the sales. 5.Maintain basic hygiene at work and keep your CRM...
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Urgent Search! Relationship Executive
2 weeks ago
Noida, Uttar Pradesh, India Financial Servies Full timeRelationship Executive Offering 15000- 25000 per month A Loan Relationship Executive is a customer service representative who works in the banking or financial industry and is responsible for contacting customers to offer loan products and services The job description of a loan relationship executive includes the following responsibilities 1 Contacting...
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HDFC Sales
1 day ago
Noida, India HDFC Sales Pvt. Ltd Full timeDescription:- HDFC Sales Private Limited is a subsidiary of HDFC Bank Ltd. established as a distribution arm dedicated to providing doorstep financial services.- The company specializes in offering tailored financial solutions, including Home Loans, Life Insurance, and General Insurance products.- With a focus on personalized client engagement, HDFC Sales...
