Key Responsibilities:
Acquire current 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:
Positive 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 (India)
🏢 Alice Blue Financial Services
📍 India
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