QualificationGraduate in any discipline (Mandatory)
- ExperienceMinimum 2 years of experience in Stock Broking, Financial Advisory, Wealth Management, or Capital Market Sales.
- Proven experience in client acquisition, revenue generation, and relationship management.
Job Responsibilities:
Generate new business opportunities through outbound calls, referrals, and lead conversions.
- Acquire and onboard new clients for Demat, Trading, and Investment Advisory services.
- Build and maintain strong relationships with clients to ensure long-term engagement.
- Understand client investment requirements and explain suitable products and services.
- Achieve monthly sales and revenue targets assigned by the management.
- Follow up with prospective clients and ensure maximum conversion of leads.
- Coordinate with the operations and compliance teams for smooth account opening and activation.
- Maintain accurate client records and update all activities in CRM.
- Ensure high standards of customer service and client satisfaction.
- Stay updated with market trends, products, and regulatory guidelines.
Required Skills:
Excellent communication and negotiation skills.
- Strong understanding of the stock market, Demat accounts, trading platforms, and investment products.
- Ability to work in a target-driven environment.
- Strong client handling and relationship management skills.
- Valuable knowledge of MS Excel, CRM software, and online trading platforms.
Key Performance Indicators (KPIs):
New Client Acquisition
- Demat & Trading Account Activation
- Revenue/Brokerage Generation
- Client Retention & Relationship Management
- Lead Conversion Ratio
- Achievement of Monthly Sales Targets