- Acquire new retail clients for Demat and Trading accounts.
- Generate leads through calls, referrals, campaigns, and field activities.
- Explain stock market investment products and brokerage services to customers.
- Assist clients with account opening and onboarding process.
- Promote trading platforms, investment plans, and financial products.
- Maintain regular follow-up with clients to improve activation and trading volume.
- Build robust customer relationships and ensure client retention.
- Achieve monthly sales and revenue targets.
Skills Required:
- Good communication and convincing skills.
- Basic knowledge of stock market and financial products.
- Ability to handle customer queries and objections.
- Sales-oriented and target-driven approach.
- Relationship management skills.
Preferred Qualification:
- Any Graduate.
- Experience in BFSI / Stock Broking / Financial Sales is preferred.
📌 Relationship ManagerC Retention (Madurai)
🏢 Alice Blue Financial Services
📍 Madurai
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