Sales Manager- KYC

JK Securities Pvt. Ltd.

Job Summary

We are looking for a candidate to generate leads and convert existing leads to open New DEMAT accounts of

clients and complete the account opening process. The role will involve traveling to various client locations and

completing the account opening process and onboarding of new clients.

Roles & Responsibilities

Acquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and references.

Understand the financial products (Equity, Derivatives, PMS, MF) of the company and pitch the same to prospects, engage and guide prospects in the documentation for availing the same. Responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Retail Broking

Developing and executing marketing campaigns and initiatives at various stages of the product lifestyle, including fund launches and investor retention campaigns

Stay updated on competitive trends and offerings and convince the client to open New DEMAT account with JK Securities

Candidate Profile & Skill Requirements

Bachelor’s Degree in Finance or related business field

2+ years experience in Sales or Account Opening in the BFSI industry

Exceptional interpersonal communication and relationship-building skills

Strong understanding of broking industry and various offerings in the market

• Experience

  1 - 3 Years

• No. of Openings

  01

• Education

  Any Bachelor Degree

• Role

  Sales Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office