- Acquire new clients through networking, referrals, field activities and digital channels.
- Promote Demat and Trading Account openings.
- Generate business for investment products such as equities, mutual funds, IPOs and other financial solutions.
- Build and maintain long-term client relationships.
- Understand customer financial goals and recommend suitable investment opportunities.
- Maintain accurate client data, interactions, and reports in CRM systems.
- Coordinate with internal teams to ensure smooth onboarding and excellent customer service.