Role & responsibilities
- Acquire new clients for Demat & Trading Accounts.
- Maintain strong relationships with existing clients.
- Cross-sell Mutual Funds, SIPs, Insurance, IPOs and other Investment Products.
- Provide stock market updates and investment solutions.
- Achieve monthly sales and revenue targets.
- Coordinate with internal teams for seamless client service.
- Ensure excellent customer satisfaction and retention.
Preferred candidate profile
- Graduate in any discipline.
- 13 years experience in Stock Broking / Financial Services / Banking / Wealth Management.
- Positive communication and relationship-building skills.
- Basic knowledge of Stock Market, Mutual Funds and Investment Products.
- Target-oriented and customer-focused.
- Immediate Joiners Preferred.