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Mid-level, visible fintech sales role with common title and applicant pool increases competition to medium.
Specialized Demat and financial-product sales experience yields high background sensitivity and low transferability.
Mandatory 6+ years, sector experience and network requirements make shortlisting highly selective.
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Acquire new clients and generate business for Demat & Trading Accounts through multiple channels including direct sales, referrals, and digital leads.
Meet monthly revenue, acquisition, and activation targets while cross-selling financial products like Mutual Funds, IPOs, and Margin Trading Facility.
Maintain client relationships, conduct presentations, coordinate with internal teams for account activation, and ensure compliance with financial regulations during onboarding.
Bachelor's Degree in Business, Finance, Marketing, or any discipline.
6+ years of experience in Stock Broking, Fintech, Wealth Management, Banking, NBFC, Mutual Funds, or Insurance (Financial Product Sales).
Knowledge of stock markets and financial products; experience in Demat Account acquisition or financial product sales.
Proficiency in MS Excel and CRM tools.
Proven track record in client acquisition and revenue generation with a preference for candidates having an existing network of HNI or retail investors.
Strong understanding of financial markets and investment products aligned with cross-selling responsibilities.
Ability to operate effectively in a fast-paced, target-driven environment, exhibiting a hunter sales profile.