Field Sales Executive

We are looking for a confident and target-driven Sales Executive – Stock Broking to acquire new clients, activate Demat and Trading accounts, and generate brokerage revenue by building long-term client relationships.

• Key ResponsibilitiesGenerate leads through calling, Field Sales, referrals, networking and digital enquiries.
• Acquire new clients and complete Demat and Trading account opening.
• Explain equity, derivatives, commodities, currency and other broking products.
• Ensure newly opened accounts are activated and clients begin trading.
• Assist clients with trading platforms, account-related queries and basic operational support.
• Maintain regular client engagement to improve retention and brokerage revenue.
• Cross-sell suitable products such as mutual funds, SIPs, bonds and insurance.
• Maintain daily records of leads, follow-ups, account openings, activation and revenue.
• Achieve monthly targets for client acquisition, account activation and brokerage.
• Follow all KYC, AML, exchange and regulatory compliance requirements.
• Avoid assured-return commitments, unauthorised advice or misleading representations.
• Candidate RequirementsGraduate in Commerce, Finance, Business Administration or a related field.
• 1–3 years of sales experience, preferably in stock broking, financial services, banking or wealth management.
• Strong communication, negotiation and relationship-building skills.
• Basic understanding of stock markets and investment products.
• Comfortable with calling, client meetings and monthly sales targets.
• Working knowledge of CRM, Excel and broking applications.
• NISM certification will be preferred or must be completed where required for the assigned role.
• Key Performance IndicatorsQualified leads generated
• New Demat and Trading accounts opened
• Account activation rate
• Active client ratio
• Monthly brokerage revenue
• Client retention and reactivation
• Cross-selling revenue
• Accuracy of KYC and compliance documentation
• CompensationFixed salary based on experience
• Performance-linked incentives

Additional incentives for account activation, brokerage generation and cross-selling.