Job Details : Global Sales Associate

Requirement Global Sales Associate ( IPS/6489/2018 )
Location "Mumbai."
Experience  1.00-3.00 years
No. of Positions 1
Education "{Any Graduates}"
Job Description 

Job Description and Responsibilities:


  • To follow up with retail sign ups that have initiated the process to open an account with client and assist them in their queries and to help them complete the process of opening the account.
  • To answer inbound queries by retail prospective customers that are interested in setting up an account with client.
  • To cold call prospects to build the business for client.
  • To educate sign ups on companies product offering, explain rules and regulations that govern overseas investments for Indian residents.
  • Maintain a database of retail prospects and sign ups and follow up with them.
  • To attend tradeshows, conferences and events for retail business.
  • To present clietnts trading platform & services to retail prospects either online or in person.
  • Liaison with new accounts and application support team to get the account approval completed for the client.
  • To be self-motivated and be able to perform under pressure using sound judgment and professionalism.
  • The job can include travel both within Mumbai and outside of Mumbai.




  • Experience: 1-2 years in sales of financial products.
  • Education: University Degree (Bachelors). General market knowledge in futures, options and the equities market required.
  • Skills:
    1. Fluent in English and Hindi, good written communication skills in English, good sales and networking skills.
    2. Working knowledge of PC technologies, including Microsoft office (word, excel, Power Point, outlook).


  • Additional exams that need to be passed within 6 months of joining

1.       Series 7 by FINRA

2.       NISM certification on capital markets

3.       NISM certification on derivatives

4.       NISM certification on currency derivatives