Financial sales executive

2 weeks 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 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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