Key Responsibilities
Acquire current clients through networking, referrals, field activities and digital channels.
Promote Demat and Trading Account openings.
Generate business for investment products such as equities, mutual funds, IPOs and other financial solutions.
Build and maintain long-term client relationships.
Understand customer financial goals and recommend suitable investment opportunities.
Maintain accurate client data, interactions, and reports in CRM systems.
Coordinate with internal teams to ensure smooth onboarding and excellent customer service.