Equity sales

HMA Trading; Dadri; On-site; INR 300,000 - 600,000; Full time

Job summary

A financial services company in Uttar Pradesh is seeking an experienced Equity Sales Executive. The role involves acquiring clients, managing KYC documentation, and supporting client onboarding. Candidates should have at least 2 years of experience in financial sales, preferably in broking or banking, and possess strong communication skills. The successful applicant will play a vital role in client retention and engagement.

Qualifications

• Minimum 2 years 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.

Responsibilities

• Conduct outbound calls to prospective clients to explain Demat account benefits.
• 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.

Skills

KYC documentation

Demat account opening

Communication skills

Interpersonal skills

Job description

Overview

Job Summary: Angel One Ltd., the channel partner of HMA Trading Company, is looking for a detail-oriented Equity Sales Executive to join our team. The ideal candidate will have experience in KYC documentation, Demat account opening, and handling clients over phone calls. You will be responsible for acquiring clients, ensuring smooth onboarding, and providing after-sales support.

Key Responsibilities

• 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 Requirements

• Minimum 2 years 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

Looking forward to connect with you soon, All the best!!