Financial Sales Executive
2 weeks ago
**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
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