3,632 Etf Sales jobs in India
Investment Sales Officer
Posted 51 days ago
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Associate - Investment Sales and Strategy
Posted today
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**Experience Range**: 2+ Years of prior experience, preferably in Real estate and Finance
**Qualification **:Graduate/ MBA
**Interview Process **:Applicant questionnaire > Assessment > Face to Face Rounds > HR Round
**About the Company**:BHIVE Alts is a fast-growing Fintech Investment platform looking to leverage technology make investments in Commercial Real Estate and other Alternative Asset Classes accessible to retail investors and create a family office for the top 5 % of wealthy Indians who do not have access to alternative investment opportunities. The company is looking to scale up over the next few years, having been backed by great strategic investors.
**Role Summary**:
The Associate would be the first point of contact for all sales and sales support activities at BHIVE. They would be an integral part of the Sales Team and would focus on providing all key details to the client on the first call and seasonal follow-ups. “First Impression Is The Best” and with that in mind, you would need to focus on positioning BHIVE as the Best investment option with utmost conviction. Prior startup experience and a good understanding of the Indian startup ecosystem are considered added bonuses.
**Key Deliverables**:
- Manage and handle all allocated client deals and ensure work towards achieving optimum closures with apt turnaround time - HNI & Retail B2C sales
- Be the first point of contact for customers for BHIVE Alts and ensure the USPs of BHIVE Alts Financial products are clearly communicated to the customers
- Provide accurate information to customers on call/chats and ensure all details are captured completely and documented correctly
- Manage the sales CRM and prepare required reports and analytics
- Collaborate with the Pre-sales and CRM teams to ensure that accurate updates of leads in the CRM
- Ownership of all the client deals that are allocated to you
- Responsible for coordination, follow-ups on customer show around and property visits
- Flexibility on timings is expected as you are in a customer-oriented profile
**Key Competencies and skills**:
- Excellent Communication
- Financial Acumen
- CRM familiarity/willingness to learn
- Highly Energetic and convincing
- Relentless in meeting sales targets
- Self Driven and Target oriented
- Result Oriented and Metric Driven
- Highly Organized
- Negotiation skills
- Networking
- Punctuality and maintaining companies integrity
**Employee Benefits**:
- BHIVE has a very strong benefits policy including an employee-friendly ESOP policy in place. ESOPs may be applicable to the role based on performance.
- We believe training is an integral part of an individual’s career, training will be provided seamlessly to improve the individual further.
**How To Apply?
Financial Sales
Posted today
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Job Summary:
Angel One Ltd. The channel partner of HMA Trading Company is looking for adetail-oriented Financial Sales Executive to join our team. The ideal candidate will have experience in KYC documentation, Demat account opening, and handling clients over phone calls. You will be responsible for acquiring clients, ensuring smooth onboarding, and providing after-sales support.
Key Responsibilities:
- Conduct outbound calls to prospective clients to explain Demat account benefits and convert leads into account openings
- Collect, verify, and process KYC documents in accordance with SEBI guidelines
- Ensure timely follow-up with clients to resolve queries and complete documentation
- Maintain client records and update CRM systems with accurate information
- Build strong relationships with clients to increase engagement and retention
- Meet monthly targets for client acquisition and account openings.
Key Requirements:
- Minimum 2 year of experience in financial sales, preferably with broking or banking firms
- Hands-on experience in KYC documentation and Demat account opening processes
- Strong communication and interpersonal skills, especially over the phone
- Ability to explain & handle clients.
- Bachelor’s degree in Finance, Business, or a related field is preferred.
Benefits:
- Fixed Salary + Attractive Incentive Structure
- Training and career development opportunities.
- Supportive and professional work environment
How
Sales Officer - Investment
Posted today
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Sales Officer - Investment
Location : Ernakulam - Piravom,Thykoodam,Kalamaserry,Kakkanad,Kothamangalam,Kaloor,Edapally,M G Road Kochi,Thevara,Kolenchery,Infopark,Mattanchery,Palarivattom,Muvattupuzha,Vytilla
Experience: Minimum 1 year of experience in sales, marketing, or banking
Qualifications: Bachelor's degree is mandatory.
Salary: ₹20,000.00 - ₹30,000.00 per month + Incentives
Shift: 8:30 AM to 5:30 PM
Working Days: 6 days a week
Responsibilities
- Identify and generate new sales leads through networking, cold calling, and other sales tactics.
- Meet or exceed set sales goals and quotas on a regular basis.
- Stay informed about industry trends, competitor products, and market conditions.
- Keep up-to-date with sales strategies, market trends, and industry developments.
- Develop and implement sales plans to meet the company’s short-term and long-term sales goals.
Requirements
- Bachelor’s Degree Mandatory
- Prior experience in sales (minimum 1 year of experience )
- Excellent sales and negotiation skills.
- Results-oriented and target-driven.
- Good understanding of financial products and services.
Requirements
Bachelor's degree Experience in Sales
Sales Officer - Investment
Posted 7 days ago
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Job Description
Responsibilities
Identify and generate new sales leads through networking, cold calling, and other sales tactics.Meet or exceed set sales goals and quotas on a regular basis.Stay informed about industry trends, competitor products, and market conditions.Keep up-to-date with sales strategies, market trends, and industry developments.Develop and implement sales plans to meet the company’s short-term and long-term sales goals.RequirementsBachelor’s Degree MandatoryPrior experience in sales (minimum 1 year of experience )Excellent sales and negotiation skills.Results-oriented and target-driven.Good understanding of financial products and services.Financial Sales Manager
Posted today
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Job Description
JOB DESCRIPTION
Job Title : Associate Sales Manager
Band: 5A
Reporting To: Centre Manager
Department: Strategic Alliances
Financial sales executive
Posted today
Job Viewed
Job Description
Job Summary:
Angel One Ltd. The channel partner of HMA Trading Company is looking for adetail-oriented Financial Sales Executive to join our team. The ideal candidate will have experience in KYC documentation , Demat account opening , and handling clients over phone calls . You will be responsible for acquiring clients, ensuring smooth onboarding, and providing after-sales support.
Key Responsibilities:
- Conduct outbound calls to prospective clients to explain Demat account benefits and convert leads into account openings
- Collect, verify, and process KYC documents in accordance with SEBI guidelines
- Ensure timely follow-up with clients to resolve queries and complete documentation
- Maintain client records and update CRM systems with accurate information
- Build strong relationships with clients to increase engagement and retention
- Meet monthly targets for client acquisition and account openings.
Key Requirements:
- Minimum 2 year of experience in financial sales, preferably with broking or banking firms
- Hands-on experience in KYC documentation and Demat account opening processes
- Strong communication and interpersonal skills, especially over the phone
- Ability to explain & handle clients.
- Bachelor’s degree in Finance, Business, or a related field is preferred.
Benefits:
- Fixed Salary + Attractive Incentive Structure
- Training and career development opportunities.
- Supportive and professional work environment
Looking forward to connect with you soon, All the best!
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Financial Sales Executive
Posted today
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Job Description
**Responsibilities**:
- Handle inbound & outbound calls related to Mutual funds & share market courses at our institute
- Indulge in counseling leads & walk-in inquiries in choosing the right training program in our financial sector
- Work exclusively on our Mutual fund project and convert maximum leads into admissions
- Update website with detailed database
- Set monthly targets and work on achieving it
- To make follow-up calls, feedback calls to old leads
**Experience/Requirements**:
- Experience in Mutual Funds & Share trading
- Proven sales experience
- Ability to work & achieve set targets
**Skills**:
- Good communication & inter(personal skills
- Convincing skills
- Tech-savy
**Job Type**:
- Permanent
**Benefits**:
- Paid time off,performance bonus,
**Schedule**:
- Full time
**Education**:
- Any Bachelor's or Master's degree
**Experience**:
- 1-3 years
**Language**:
- Marathi,Hindi & English
**Work Remotely**:
- No
Financial Sales Executive
Posted today
Job Viewed
Job Description
**Responsibilities**:
- Handle inbound & outbound calls related to Mutual funds & share market courses at our institute
- Indulge in counseling leads & walk-in inquiries in choosing the right training program in our financial sector
- Work exclusively on our Mutual fund project and convert maximum leads into admissions
- Update website with detailed database
- Set monthly targets and work on achieving it
- To make follow-up calls, feedback calls to old leads
**Experience/Requirements**:
- Experience in Mutual Funds & Share trading
- Proven sales experience
- Ability to work & achieve set targets
**Skills**:
- Good communication & inter(personal skills
- Convincing skills
- Tech-savy
**Job Type**:
- Permanent
**Benefits**:
- Paid time off,performance bonus,
**Schedule**:
- Full time
**Education**:
- Any Bachelor's or Master's degree
**Experience**:
- 1-3 years
**Language**:
- Marathi,Hindi & English
**Work Remotely**:
- No
Financial Sales Executive
Posted today
Job Viewed
Job Description
**Responsibilities**:
- Handle inbound & outbound calls related to Mutual funds & share market courses at our institute
- Indulge in counseling leads & walk-in inquiries in choosing the right training program in our financial sector
- Work exclusively on our Mutual fund project and convert maximum leads into admissions
- Update website with detailed database
- Set monthly targets and work on achieving it
- To make follow-up calls, feedback calls to old leads
**Experience/Requirements**:
- Experience in Mutual Funds & Share trading
- Proven sales experience
- Ability to work & achieve set targets
**Skills**:
- Good communication & inter(personal skills
- Convincing skills
- Tech-savy
**Job Type**:
- Permanent
**Benefits**:
- Paid time off,performance bonus,
**Schedule**:
- Full time
**Education**:
- Any Bachelor's or Master's degree
**Experience**:
- 1-3 years
**Language**:
- Marathi,Hindi & English
**Work Remotely**:
- No