- Call potential customers from provided data/leads.
- Explain company products such as Demat Account, Trading Account, Mutual Funds, Insurance, IPO, etc.
- Generate interested leads and schedule meetings for Relationship Managers.
- Follow up with clients for account opening and documentation.
- Maintain daily call records and update CRM/Lead Management system.
- Handle customer queries professionally.
Working days: Monday to Friday ( 8:30 am to 6 pm), Saturday (9.30 am to 5.30pm)