
Sales Executive//Dmat Account sale// Thane
7 days ago
Role & responsibilities
- Handle end to end account opening for HNI and Non-Individual clients.
- Ensure timely and accurate documentation, verification and compliance for all client types.
- Drive AUM funding and follow-ups post account activation.
- Act as the face of company at client events, industry forums and state level meetups.
- Coordinate with internal teams (Sales, Operations, Compliance) to ensure smooth client onboarding.
- Maintain regular communication with clients for servicing, cross sell and referral opportunities.
- Support team operations as a backup for key personnel, including RM roles
Preferred candidate profile
Candidate who can do client visit for account opening.
Leads are company provided but have to meet clients.
Great communication and pitching skills.
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