- Acquire new clients through field sales, references, leads, and market mapping.
- Sell and promote equity broking and investment products to prospective clients.
- Generate brokerage and revenue through equity, derivatives, and other financial products.
- Understand clients' financial goals and provide suitable investment solutions.
- Build and maintain robust relationships with existing and new clients.
- Drive Demat account opening and activation.
- Cross-sell financial products such as Mutual Funds, SIPs, PMS, Bonds, Insurance, and other investment products.
- Provide regular market updates and coordinate with research/advisory teams where required.
- Achieve monthly and quarterly sales, revenue, brokerage, and client acquisition targets.
- Maintain regular follow-ups with prospects and convert leads into active clients.
- Conduct client meetings and market visits to generate new business.
- Ensure proper documentation and compliance during the client onboarding process.
To schedule your interview send your CV through WhatsApp
HR Priyanka A: (phone hidden)
📌 Business Development Manager @Motilal Oswal (Raipur)
🏢 Credicus Business Services
📍 Raipur
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