Demat Sales Executive Position

6 days ago


Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 1,04,000 - ₹ 1,30,878
Demat Sales Executive Position Overview

We are seeking a highly motivated and results-driven Demat Sales Executive to drive sales of demat accounts and related financial services while delivering exceptional customer service.

Main Responsibilities:
  • Client Account Management
  • Demat Account Promotion
  • Lead Generation and Conversion
  • Sales Target Achievement
  • Client Database Maintenance
  • Customer Support and Query Resolution
Required Skills and Qualifications:
  • A Bachelor's degree in Finance, Business, or a related field.
  • 1-5 years of experience in sales or customer service, preferably in the financial services industry.
  • Strong communication and interpersonal skills for building client relationships.
  • Proficiency in MS Office Suite (Excel, Word, PowerPoint) and CRM software.
  • Understanding of financial products and services related to demat accounts.
  • Good analytical skills for assessing client needs and providing customized solutions.
  • High level of self-motivation and target-oriented approach.
Why This Role Matters:

This role offers a unique opportunity to work with demat accounts and financial services, driving sales and customer satisfaction while continuously learning and growing within the industry.



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