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Sales Executive @ IIFL Finance

Home > BFSI, Investments & Trading - Other

 Sales Executive

Job Description

  • Handle end to end account opening for HNI and Non-Individual clients.
  • Ensure timely and accurate documentation, verification and compliance for all client types.
  • Drive AUM funding and follow-ups post account activation.
  • Act as the face of 5paisa at client events, industry forums and state level meetups.
  • Coordinate with internal teams (Sales, Operations, Compliance) to ensure smooth client onboarding.
  • Maintain regular communication with clients for servicing, cross sell and referral opportunities.
  • Support team operations as a backup for key personnel, including RM roles

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time

Contact Details:

Company: IIFL Finance
Location(s): Mumbai

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Keyskills:   Sales Marketing

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₹ -5 Lacs P.A

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IIFL Finance

IIFL Holdings Limited (NSE: IIFL, BSE: IIFL) is the apex holding company of the entire IIFL Group, promoted by first generation entrepreneurs. Formerly known as India Infoline Limited, IIFL offers a gamut of services including financing, wealth and asset management, broking, financial product distri...