Equity Sales

2 days ago

Noida Uttar Pradesh, India HMA Trading Full time

**Job Summary**:
**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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