- Main responsibilitiesAcquire current clients for:
- Demat & trading accounts
- Mutual funds
- Insurance
- IPO / bonds / other investment products
- Build and maintain relationships with existing clients
- Generate leads through references, field visits, calling, and local networking
- Achieve monthly sales targets (account opening / revenue)
- Cross-sell financial products to existing clients
- Guide clients on market products and investment options
- Coordinate with branch operations for account opening, KYC, and service issues
- Follow up on inactive clients and reactivate trading accounts
- Skills usually expectedStrong sales and communication skills
- Knowledge of stock market basics (equity, demat, trading)
- Client handling / relationship management
- Local market networking in Surat
- Basic Excel / CRM usage
- Preferably experience in broking, banking, insurance, or wealth sales
📌 Business Development Executive (BDE) (Indore)
🏢 Choice International
📍 Indore
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