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 robust 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.