Job Location: Kolkata

About Us:

Ashika is a financial services firm that offers services comprising of Retail broking, lending, investment banking, wealth

management and alternative investment funds. As a forward-thinking organization, Ashika believes in prioritizing the

well-being and professional development of its employees as a foundation of its success. Through the increased

customer satisfaction and the belief in growing and sharing with our clients, Ashika has been able to become one of

India’s principal retail financial services groups.

Job Summary:

 As a Sales Specialist for Trading Account Opening, your main job is to bring in new clients and help

them open trading accounts with the company. You will reach out to potential clients, explain how the

company & services can meet their needs, and guide them through the online account opening process.

Role Responsibilities:

● Client Acquisition: Identify and reach out to potential clients interested in opening trading accounts

through various channels (calls and networking).

● On boarding Assistance: Walk clients through the account opening process, ensuring all required

documentation is submitted and compliance checks are completed.

● Client Education: Educate clients on the firm’s trading platforms, tools, and products, ensuring they

are fully informed about available resources and services. Offer demonstrations or walkthroughs

when necessary.

● Client Relationship Management: Build and maintain strong relationships with clients to ensure

ongoing satisfaction, loyalty & references

Role Requirements:

● Proven experience in sales, preferably in financial services or stock broking.

● Basic understanding of stock markets and Mutual Fund

● Ability to work independently and as part of a team.

● Min 1 yrs experience in Sales

Fixed Salary + incentives :

15,000 k to 20,000 k per month + incentives