Qualification: HSC / Graduate in any stream

Experience: Fresher / 0–1 year (Entry Level)

Location: Pan India

Job Description / Responsibilities :

1. Opening of Demat & Trading Accounts through field sourcing
2. Client acquisition through direct sales and field visits
3. Canvassing and mobilizing investments in Mutual Funds and other financial products
4. Explaining product features, benefits, and documentation requirements to clients
5. Assisting customers in completing KYC and account opening formalities
6. Achieving assigned sales targets on a monthly basis
7. Maintaining client relationships and providing basic servicing support
8. Coordinating with internal teams for smooth onboarding and processing

Job Specific Skills :

1. Basic understanding of financial products (Demat, Trading, Mutual Funds)
2. Good communication and interpersonal skills
3. Willingness to travel and work in field sales role
4. Target-oriented and self-motivated
5. Basic knowledge of local language and English
6. Candidates are deployed at Bank Regional Branches and they have to visit required branches as per instruction.