KYC Sales Executive

EaseBiz FinTech Solutions LLP; Ahmedabad District; On-site; INR 300,000 - 700,000; Full time

Job summary

EaseBiz FinTech Solutions LLP invites applications for a dynamic sales specialist to drive stock broking and Demat/trading account openings in Ahmedabad. You will explain investment products, generate leads, convert prospects, and support clients post-sale while building strong, long-term relationships.

The role requires strong communication and convincing skills, with hands-on experience in KYC processes and related documentation. Local market knowledge in Gujarat is beneficial.

Qualifications

• Experience in stock broking or financial services is required.
• Familiarity with KYC/CKYC/e-KYC and related documentation is a plus.
• Strong sales and client acquisition capability.
• Excellent communication and convincing skills.

Responsibilities

• Handle client KYC and Demat/Trading account opening.
• Generate leads and acquire new clients.
• Explain stock broking, Demat and investment-related products.
• Follow up with prospective clients and convert leads.
• Manage KRA, CKYC, e-KYC and Re-KYC documentation.
• Handle client queries and provide post-sales support.
• Maintain strong relationships with clients.

Skills

Stock broking

Capital market

Client acquisition

Lead generation

KYC awareness

Job description

Responsibilities:

• Handle client KYC and Demat/Trading account opening.
• Generate leads and acquire new clients.
• Explain stock broking, Demat and investment-related products.
• Follow up with prospective clients and convert leads.
• Manage KRA, CKYC, e-KYC and Re-KYC documentation.
• Handle client queries and provide post-sales support.
• Maintain strong relationships with clients.

Requirements:

• Experience in Stock Broking / Capital Market / Financial Services.
• Knowledge of KYC, Demat & Trading accounts.
• Sales and client acquisition experience.
• Good communication and convincing skills.

Skillset Required: KYC, Demat account opening, Trading account opening, Lead generation, Client acquisition, Stock broking, Investment products explanation, Follow up, KRA documentation, CKYC, e-KYC, Re-KYC, Client query handling, Post-sales support, Client relationship management, Sales, Communication skills, Convincing skills