Sales Executive

Placenest Services Private Limited; Mumbai; On-site; INR 350,000 - 500,000; Full time

Job summary

Placenest Services Private Limited invites an energetic Field Sales Executive to drive new business in Mumbai. You will generate leads through field visits, meet clients personally, and explain Demat and Trading Account benefits to convert interest into account openings.

You should possess strong communication and interpersonal skills, be comfortable with direct customer meetings, and maintain relationships while travelling within the assigned area to achieve targets and support onboarding with

Qualifications

• Generate new leads through field visits, references, local networking, and other sources.
• Meet prospective clients personally and explain Demat & Trading Account benefits and services.
• Acquire new customers and achieve monthly account-opening targets.
• Assist customers with the complete account-opening and KYC process.
• Follow up with leads and convert them into active clients.
• Build and maintain strong relationships with customers.
• Coordinate with the operations/dealer team for smooth account activation.
• Maintain daily reports of leads, meetings, conversions, and follow-ups.
• Regularly travel within the assigned area for client meetings and business development.

Responsibilities

• Generate new leads through field visits, references, local networking, and other sources.
• Meet prospective clients personally and explain Demat & Trading Account benefits and services.
• Acquire new customers and achieve monthly account-opening targets.
• Assist customers with the complete account-opening and KYC process.
• Follow up with leads and convert them into active clients.
• Build and maintain strong relationships with customers.
• Coordinate with the operations/dealer team for smooth account activation.
• Maintain daily reports of leads, meetings, conversions, and follow-ups.
• Regularly travel within the assigned area for client meetings and business development.

Skills

Communication skills

Field sales

Target oriented

Stock market knowledge

Freshers welcome

Job description

We are looking for an energetic and target-oriented Field

Responsibilities

• Generate new leads through field visits, references, local networking, and other sources.


• Meet prospective clients personally and explain Demat & Trading Account benefits and services.


• Acquire new customers and achieve monthly account-opening targets.


• Assist customers with the complete account-opening and KYC process.


• Follow up with leads and convert them into active clients.


• Build and maintain strong relationships with customers.


• Coordinate with the operations/dealer team for smooth account activation.


• Maintain daily reports of leads, meetings, conversions, and follow-ups.


• Regularly travel within the assigned area for client meetings and business development.

Requirements

• Good communication and interpersonal skills.


• Comfortable with field sales and meeting customers personally.


• Sales/business-development mindset with a focus on achieving targets.


• Basic knowledge of the stock market, Demat accounts, and trading is preferred.


• Experience in broking, banking, fintech, insurance, mutual funds, or financial services will be an advantage.


• Freshers with good communication and sales skills can also apply.