Sales Executive

7 days ago


Mumbai, Maharashtra, India RECEX Full time ₹ 5,00,000 - ₹ 15,00,000 per year


Job Description:
Job Title: Sales Executive – Trading & Demate Account Opening
**Location: Nariman Point, Mumbai
**Employment Type:** Full-time
**Experience:** 1-3 years in Financial Sales/Broking/Investment Banking

Key Responsibilities:
* Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts.
* Digital Onboarding: Facilitate digital onboarding of clients for Demat Accounts.
* Market Research: Stay updated on financial markets, competitor offerings, and regulatory changes to effectively pitch products.
* Sales Targets: Achieve monthly/quarterly targets for account openings and revenue generation.
* Cross-Selling: Promote additional financial products (equity, mutual funds, IPOs) to enhance client engagement.
* Compliance: Ensure adherence to SEBI/RBI guidelines and KYC norms during client onboarding.
 
**Desired Skills & Qualifications:**
* 1+ years of experience in BFSI sales, stockbroking, or investment advisory.
* Strong network and ability to tap new clients (retail/HNI/businesses).
* Excellent communication, negotiation, and persuasion skills.
* Basic knowledge of stock markets, trading, and Demat processes.
* Self-motivated, target-driven, and comfortable with field sales.
 
We look forward to your prompt assistance in finding suitable candidates.


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