Field Sales Executive

Field Sales Executive / Relationship Manager Stock Broking

Department: Sales / Client Acquisition

Industry: Stock Broking / Financial Services

Role: Field Sales – Client Acquisition

Employment Type: Full-Time

Role OverviewWe are looking for energetic and target-driven Field Sales Executives / Relationship Managers responsible for acquiring new clients for our stock broking and investment platform.

The candidate will be responsible for generating leads, meeting prospective clients, opening Demat & Trading accounts, activating clients, and developing long-term relationships to increase trading and investment business.

• Key ResponsibilitiesAcquire new clients for Demat and Trading Accounts through field sales, referrals, networking, events, and local market activities.
• Meet prospective clients including salaried professionals, business owners, traders, investors, and HNIs.
• Explain the company's stock broking, investment, and trading offerings to prospective clients.
• Complete client onboarding, KYC, account opening, and documentation.
• Ensure newly acquired clients are activated and actively trading/investing, rather than focusing only on account openings.
• Generate revenue through client participation in products such as:
• 
  
• Equity
• Futures & Options
• Mutual Funds
• IPOs
• ETFs
• Bonds and other investment products offered by the company.
• Build and maintain strong relationships with existing and newly acquired clients.
• Generate referrals from existing clients and business networks.
• Conduct regular field visits, client meetings, investor awareness activities, and local acquisition campaigns.
• Maintain daily records of leads, meetings, account openings, activations, and business generated.
• Achieve monthly and quarterly targets for:
• 
  
• New client acquisition
• Account activation
• Revenue generation
• Client assets / AUM where applicable
• Cross-selling of investment products
• Coordinate with dealing, operations, research, and customer-service teams for smooth client servicing.
• Follow all internal compliance requirements and applicable SEBI / exchange regulations.
• Candidate ProfileGraduate in any discipline.
• 1–5 years of field sales experience preferred.
• Experience in stock broking, banking, wealth management, mutual funds, insurance, NBFCs, fintech, or financial-product distribution will be an advantage.
• Candidates with an existing network of traders, investors, business owners, or HNI clients will be preferred.
• Strong communication and interpersonal skills.
• Comfortable with field sales and face-to-face client meetings.
• Target-oriented with strong client-acquisition skills.
• Basic understanding of equity markets and investment products.
• Ability to develop relationships and generate referrals.

Key Performance Indicators (KPIs)Performance will primarily be measured on:

1. Number of new clients acquired
2. Number / percentage of accounts activated
3. Revenue generated from acquired clients
4. Quality and productivity of acquired clients
5. Client assets / AUM mobilised
6. Cross-selling of investment products
7. Client retention and repeat business
8. Referral business generated

• Preferred SkillsField Sales
• Client Acquisition
• Stock Broking
• Demat Account Opening
• Equity Markets
• Relationship Management
• Lead Generation
• HNI Acquisition
• Investment Products
• Mutual Funds
• Revenue Generation
• Cross-Selling

CompensationFixed Salary + Attractive Performance Incentives

Incentives may be linked to client acquisition, account activation, revenue generation, AUM and overall business productivity.