Demat account Sales Field Sales

Overview:

Key Responsibilities:

• Conducting field visits to identify potential customers and generate leads for Demat account sales
• Building and maintaining strong relationships with customers to understand their investment needs
• Promoting the benefits of Demat accounts and providing education on the process of account opening
• Meeting sales targets and contributing to the overall revenue goals of the organization
• Providing personalized assistance to customers in completing the Demat account opening process
• Collaborating with the sales team to develop effective sales strategies and initiatives
• Following up with leads and prospects to convert them into customers
• Providing feedback to the management on customer requirements and market trends
• Attending networking events and conferences to expand the customer base
• Keeping abreast of industry developments and competitor activities
• Ensuring compliance with regulatory requirements and company policies

Required Qualifications:

• Bachelors degree in Business Finance or related field
• Proven experience in field sales or direct sales roles
• Knowledge of financial products particularly Demat accounts and stock market operations
• Excellent communication and interpersonal skills
• Strong negotiation and persuasion abilities
• Ability to work independently and as part of a team
• Sound understanding of customer relationship management
• Proactive and resultsoriented mindset
• Familiarity with CRM software and sales tracking tools
• Ability to thrive in a targetdriven environment
• Good organizational and time management skills
• Willingness to travel within the designated geographical area
• Adherence to ethical business practices and compliance standards
• Certification in sales or relevant field is a plus
• Valid drivers license and access to transportation

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