Financial sales executive

HMA Trading Company; Dadri; On-site; INR 300,000 - 500,000; Full time

Benefits offered by this job

Fixed Salary + Attractive Incentive Structure

Training and career development opportunities

Supportive and professional work environment

Job summary

HMA Trading is seeking a detail-oriented Financial Sales Executive to join their team in Dadri, Uttar Pradesh. The ideal candidate will possess at least 2 years of experience in financial sales, specifically in KYC documentation and Demat account opening.

You will engage with clients through outbound calls, guiding them through the benefits of Demat accounts and handling KYC processes. A supportive work environment and fixed salary with attractive incentives are part of the offering.

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 according to SEBI guidelines.
• Ensure timely follow-up with clients to resolve queries.

Skills

Financial sales experience

KYC documentation handling

Demat account opening

Client communication

Education

Bachelor's degree in Finance or Business

Job description

Job Summary:

Angel One Ltd. The channel partner of HMA Trading Company is looking for adetail-oriented Financial 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 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.
• Bachelor’s 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!!