- Key ResponsibilitiesGenerate leads through calling, references, and field activities.
- Acquire recent customers for Demat & Trading Account openings.
- Explain stock market products and services to prospective clients.
- Assist customers with account opening and KYC documentation.
- Achieve monthly sales targets and business goals.
- Build and maintain strong customer relationships.
- Follow up with leads and convert them into active clients.
- Maintain accurate customer records and sales reports.
- Coordinate with internal teams for smooth account activation.