Sales Executive

FINVASIA CAREER; Mohali; On-site; INR 420,000 - 650,000; Full time

Job summary

Keka Inc. in Mohali invites applications for a sales-focused role centered on DMAT account openings. You will prospect, educate clients, and drive the end-to-end account opening process while maintaining strict documentation and regulatory alignment.

The role emphasizes strong communication, a proven sales background in financial services, and the ability to collaborate with internal teams to resolve client queries and cross-sell services.

Qualifications

• Bachelor's degree in finance, business or economics preferred.
• Proven sales track record in financial services, especially DMAT openings.
• Strong DMAT procedures and capital markets knowledge.
• Excellent verbal and written communication; client relationship skills.

Responsibilities

• Prospect and acquire new clients through outreach for DMAT account openings.
• Educate clients on DMAT benefits and assist with paperwork.
• Understand DMAT opening procedures and regulatory changes.
• Coordinate with internal teams to smooth account openings.
• Document client interactions in CRM systems.
• Follow up on account status and inquiries.
• Identify opportunities to cross-sell financial products.

Skills

Sales experience

DMAT knowledge

Relationship building

Communication skills

Education

Bachelor's degree in Finance/Business/Economics

Tools

CRM software

Job description

• -Prospect and acquire new clients through targeted outreach efforts such as calls, emails, and networking events, with a specific focus on DMAT account openings.
• -Educate clients on the benefits of DMAT accounts and assist them in completing necessary paperwork and documentation.
• -Maintain a thorough understanding of DMAT account opening procedures, compliance guidelines, and regulatory changes affecting the capital markets industry.
• -Collaborate with internal teams to ensure smooth account opening processes and resolve any client queries or issues promptly.
• -Document all client interactions and account opening procedures accurately in CRM systems or designated platforms.
• -Follow up with clients to provide updates on their account opening status and address any additional inquiries they may have.
• -Actively identify opportunities to cross-sell other financial products and services offered by the firm to enhance client relationships and increase revenue.

Requirements:

• -Bachelor’s degree in Finance, Business Administration, Economics, or related field preferred.
• -Proven track record of success in sales, preferably within the financial services industry and specifically in DMAT account openings.
• -Strong understanding of DMAT account procedures, regulatory requirements, and capital markets products.
• -Excellent communication skills, both verbal and written, with the ability to explain complex information clearly and concisely.
• -Customer-focused with a strong commitment to delivering exceptional service and building long-term client relationships.
• -Ability to work independently and as part of a team in a fast-paced, dynamic environment.