Financial Sales Executive

1 week 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
- 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**

Pay: ₹20,000.00 - ₹40,000.00 per month

**Benefits**:

- Food provided

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

**Experience**:

- financial selling: 2 years (required)

Work Location: In person

  • Urgent Search! Relationship Executive

    2 weeks ago

    Noida, Uttar Pradesh, India Financial Servies Full time

    Relationship 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...

  • Financial Sales Executive

    2 weeks ago

    Sector- Noida, Noida, Uttar Pradesh, India Indovietnam DMC Full time ₹ 4,20,000 per year

    Job 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...

  • Financial Sales Executive

    2 weeks ago

    Sector-128 Noida, Noida, Uttar Pradesh, India Investcraft (Sharekhan Franchise) Full time

    Job 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...

  • Sales Executive

    6 days ago

    Noida, Uttar Pradesh, India mitcsco financial services pvt. ltd. Full time

    Conducting market research to identify selling possibilities and evaluate customer needs. - Actively seeking out new sales opportunities through cold calling, networking and social media. - Setting up meetings with potential clients and listening to their requirements and concerns. - Prepare and deliver appropriate presentations on products and services -...

  • Sales Executive

    2 weeks ago

    Noida Sector , Noida, Uttar Pradesh, India Pravartee Sales Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Dynamic and goal-oriented Sales Executive with proven experience in the IT industry, specializing in promoting technology solutions and driving business growth. Skilled in identifying customer needs, developing strong client relationships, and delivering tailored IT products and services that align with business objectives. Adept at managing the entire sales...

  • Financial Advisor/ Sales

    1 week ago

    Noida, Uttar Pradesh, India Wealth redefine Full time

    **Company Description** Wealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores. **Role Description** This is a full-time on-site role for a Financial...

  • Telesales Executive

    1 week ago

    Noida, Uttar Pradesh, India Loans4Wish Financial Services Full time

    **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 about products and describe/explain them to prospective customers. - Responding in a timely and effective manner to all internal communication - Should be Confident &...

  • 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...

  • Financial sales executive

    1 week ago

    noida, India HMA Trading Full time ₹ 18,000 - ₹ 40,000

    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...

  • Financial sales executive

    5 days ago

    noida, India HMA Trading Full time

    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...