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Job Description
:
Core Responsibility:
- Acquire new clients by opening Demat and Trading accounts.
- Ensure timely margin collection from clients to facilitate trading.
- Sell the firms in-house financial products (e.g., Equity, MF, Derivatives).
- Distribute approved third-party products (e.g., Insurance, PMS).
- Meet daily/weekly/monthly sales targets and revenue goals.
- Conduct field visits and build strong client relationships.
- Complete all KYC and compliance documentation accurately.
- Maintain sales activity records in the CRM system.
Must-Haves
- Proven experience in field sales within the financial services/broking industry.
- Good knowledge of stock market products and regulations.
- Excellent communication and negotiation skills.
- Willingness to travel extensively and work on the field.
- If you are a driven individual with a passion for sales and finance, and you are ready to make a significant impact on our client base, we encourage you to apply on
- HR - 73045 01604 or mail your CV on [HIDDEN TEXT]
Skills
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