Job Title: Field Sales Executive – KYC & Client Acquisition
Company: Angel One (Master Franchise – Investment Solutions Hub, New Delhi)
Department: Sales & Business Development
Location: On-field (Delhi/NCR Region)
Job Summary:
Responsible for client acquisition through field visits, completing Angel One KYC processes, and onboarding new clients for Demat and trading accounts.
Key Responsibilities:
Conduct door-to-door and field meetings to onboard clients.
Complete KYC documentation and client verification.
Explain Angel One investment products and digital platforms.
Ensure accurate data entry and compliance with company and SEBI norms.
Generate new leads and follow up for conversions.
Maintain daily visit and conversion reports.
Coordinate with the branch team for client activation and support.
Required Skills:
Strong communication and persuasion skills.
Basic understanding of financial markets preferred.
Ability to meet daily and monthly targets.
Smartphone proficiency for digital KYC and CRM apps.
Self-motivated and field-oriented mindset.
Qualification:
Minimum 12th pass / Graduate preferred.
Experience in BFSI or sales field is an added advantage.
Salary & Benefits:
Fixed + Performance Incentives (KYC incentives, brokerage share, target bonuses).
Travel allowance as per company policy.
Career growth in financial services domain.
Reporting To: Branch Manager – Angel One Master Franchise, New Delhi