Sales Executive

We are looking for an energetic and target-oriented Field

•  Generate new leads through field visits, references, local networking, and other sources.
•  Meet prospective clients personally and explain Demat & Trading Account benefits and services.
•  Acquire new customers and achieve monthly account-opening targets.
•  Assist customers with the complete account-opening and KYC process.
•  Follow up with leads and convert them into active clients.
•  Build and maintain strong relationships with customers.
•  Coordinate with the operations/dealer team for smooth account activation.
•  Maintain daily reports of leads, meetings, conversions, and follow-ups.
•  Regularly travel within the assigned area for client meetings and business development.

•  Good communication and interpersonal skills.
•  Comfortable with field sales and meeting customers personally.
•  Sales/business-development mindset with a focus on achieving targets.
•  Basic knowledge of the stock market, Demat accounts, and trading is preferred.
•  Experience in broking, banking, fintech, insurance, mutual funds, or financial services will be an advantage.
•  Freshers with good communication and sales skills can also apply.