Sales Executive – Demat Services

Digirecruitx; Mumbai; On-site; INR 350,000 - 550,000; Full time

Job summary

Digirecruitx is seeking a proactive Sales Executive to identify investors with physical share certificates and assist them in converting holdings into Demat form. The role covers lead generation, client acquisition, Demat account opening, and educating customers while coordinating end-to-end dematerialisation for a seamless experience.

Responsibilities include engaging investors, educating on Demat benefits, assisting with DRFs, and ensuring timely processing with DP/RTAs.

Qualifications

• Graduate in any discipline.
• 1–3 years of experience in financial services, stock broking, Demat sales, or banking sales.
• Freshers with strong sales aptitude are welcome.
• Strong sales, negotiation and communication skills.
• Knowledge of Demat accounts, securities markets and stock market operations.
• CRM and lead conversion skills.
• Ability to work in a target-driven environment.
• Experience in Demat account acquisition and investor services.

Responsibilities

• Identify and approach investors holding physical share certificates.
• Generate leads through referrals, databases, campaigns, and field activities.
• Educate clients on Demat conversion and process.
• Assist customers with Demat and trading account opening.
• Guide clients in completing DRFs and required documentation.
• Coordinate with DPs, RTAs, and internal teams for timely processing.
• Follow up until shares are credited to the Demat account.
• Build long-term client relationships and identify cross-selling opportunities.

Skills

Sales skills

Negotiation

Communication

Demat knowledge

Lead generation

Customer relationship

Education

Graduate in any discipline

Job description

We are looking for a proactive Sales Executive to identify investors holding physical share certificates and assist them in converting their holdings into Demat form. The role involves lead generation, client acquisition, Demat account opening, customer education, and coordinating the end-to-end dematerialisation process while ensuring a seamless customer experience.

Key Responsibilities

• Identify and approach investors holding physical share certificates.
• Generate leads through referrals, databases, campaigns, and field activities.
• Educate clients on the benefits and process of Demat conversion.
• Assist customers with Demat and trading account opening.
• Guide clients in completing Dematerialisation Request Forms (DRFs) and required documentation.
• Coordinate with Depository Participants (DPs), RTAs, and internal teams for timely processing.
• Follow up until shares are successfully credited to the client\'s Demat account.
• Build long-term client relationships and identify cross-selling opportunities for financial products.

Requirements:

• Graduate in any discipline.
• 1 to 3 years of experience in financial services, stock broking, Demat account sales, or banking sales.
• Freshers with strong sales aptitude are also welcome to apply.
• Strong sales, negotiation, and communication skills.
• Knowledge of Demat accounts, securities markets, and stock market operations.
• Customer relationship management and lead conversion skills.
• Ability to work in a target-driven environment.
• Experience in Demat account acquisition.
• Exposure to investor services, stock broking, or capital market operations.