Financial sales executive

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

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. Bachelors 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!!