Demat Account Opening - Sales Executive

DematEasy; Lucknow; On-site; INR 223,000 - 335,000; Full time

Job summary

DematEasy in Lucknow invites a dynamic Relationship Manager to strengthen client relationships, drive new accounts, and promote stock broking services. This role requires a calling-intensive approach with high-volume outbound calls and a focus on revenue generation.

You will engage clients, assist with KYC and onboarding, cross-sell products, and collaborate with operations to resolve issues while meeting targets in a fast‑paced financial services environment.

Qualifications

• Graduate in any discipline; finance, commerce or business background preferred.
• Experience in stock broking or financial services or banking is advantageous.
• Strong verbal communication and relationship-building skills.
• Basic understanding of the Indian stock market and broking services.
• Ability to generate leads and convert prospects into clients; maintain relationships.
• Target-driven, self-motivated and capable in a performance-driven environment.
• Proficiency in MS Office and basic computer applications.

Responsibilities

• Build and maintain long-term relationships with existing clients and ensure high client satisfaction.
• Identify and acquire new clients through referrals, networking, telecalling and other business development activities.
• Generate revenue by increasing client engagement and promoting broking services.
• Assist new clients with account opening, KYC completion, onboarding and activation processes.
• Regularly communicate with clients to understand requirements, address queries and improve retention.
• Identify opportunities to cross-sell and upsell eligible products and services.
• Coordinate with operations, dealing and compliance teams to resolve client issues efficiently.
• Work towards targets for client acquisition, revenue generation, activation and retention.
• Follow company policies and regulatory guidelines while interacting with clients and promoting financial products.

Skills

Client relationships

Lead generation

Sales closing

Communication skills

Negotiation

Networking

Education

Graduate

Tools

MS Office

Job description

We are looking for a dynamic, customer-oriented and result-driven Relationship Manager to join our stock broking team. The ideal candidate will be responsible for managing client relationships, acquiring new clients, increasing client engagement and generating business revenue by promoting our stock broking services.

The candidate should have good communication skills, a professional approach to client servicing, an interest in the stock market and the ability to build long-term relationships with clients.

Important: This is a calling-intensive role. Candidates must be comfortable making a high volume of outbound calls and regularly communicating with prospective and existing clients. Only candidates who are comfortable with extensive calling should apply.

Key Responsibilities

• Client Relationship Management: Build and maintain strong, long-term relationships with existing clients and ensure a high level of client satisfaction.
• Client Acquisition: Identify and acquire new clients through references, networking, telecalling and other business development activities.
• Business Development: Generate revenue by increasing client engagement and promoting relevant broking services.
• Client Activation: Assist new clients with account opening, KYC completion, onboarding and activation processes.
• Client Engagement: Regularly communicate with clients to understand their requirements, address queries and improve client retention.
• Cross-Selling & Upselling: Identify suitable opportunities to introduce additional eligible products and services offered by the company.
• Market Awareness: Maintain a working knowledge of the Indian stock market, including equity, derivatives and other relevant market segments.
• Client Support: Coordinate with the operations, dealing and compliance teams to resolve client issues efficiently.
• Business Targets: Work towards assigned targets for client acquisition, revenue generation, client activation and retention.
• Compliance: Follow company policies and applicable regulatory guidelines while interacting with clients and promoting financial products or services.

Eligibility Criteria

• Graduate in any discipline; candidates with a background in Finance, Commerce or Business Administration will be preferred.
• Experience in stock broking, financial services, banking, insurance or a similar client-facing sales role will be an advantage.
• Good verbal communication, interpersonal and relationship-building skills.
• Basic understanding of the Indian stock market and broking services.
• Ability to generate leads, convert prospects into clients and maintain existing relationships.
• Target-oriented, self-motivated and capable of working in a performance-driven environment.
• Proficiency in MS Office and basic computer applications.

Preferred Skills

• Experience with a stock broking firm or financial services company.
• Knowledge of equity markets, F&O and demat/trading accounts.
• Client acquisition, lead generation and sales conversion.
• Strong negotiation and follow-up skills.
• Ability to develop client networks and generate business through referrals.
• Customer retention and complaint resolution.

What We Offer

• Opportunity to grow in the stock broking and financial services industry.
• Professional working environment.
• Performance-based incentives, subject to the company's compensation policy.
• Opportunities to develop client management and business development skills.

Job Type: Full-time
Department: Sales / Client Relationship Management
Industry: Stock Broking / Financial Services
Location: Lucknow Vibhuti Khand
Experience: 1 -3 Years
Salary: 20 k to 30 k per month