Sales Officer

Job Description – Sales Officer

IDBI Capital Markets & Securities Ltd

Position:

Sales Officer

Location:

[Branch Locations]

Roles & Responsibilities:

• Acquire new customers for Demat and Trading accounts.

• Generate leads through field visits, references, and branch activities.

• Assist customers with account opening documentation and KYC formalities.

• Achieve monthly sales and revenue targets assigned by the management.

• Maintain relationships with existing customers and provide service support.

• Coordinate with branch staff and operations team for smooth processing.

• Conduct client meetings and explain investment products and trading platforms.

• Ensure compliance with company policies and regulatory guidelines.

Eligibility Criteria:

• Graduate in any discipline.

• Experience in sales, banking, finance, or stock broking preferred.

• Good communication and convincing skills.

• Basic knowledge of stock market and investment products.

• Ability to work under targets and deadlines.

Preferred Skills:

• Customer relationship management

• Lead generation

• Sales and marketing skills

• MS Office knowledge

• Team coordination

Salary:

As per company norms + Incentives