Sales Executive-Trading

1 day ago

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


Job Description:

Job description:

Job Title: Sales Executive – Trading & Demat Account Opening

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 On boarding: should be able to on board clients digitally. (DMAT- Accounts)

Market Research: Stay updated on financial markets, competitor offerings, and regulatory changes to pitch effectively.

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.

Job Type: Full-time

Work Location: bhubneshwar


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