Key Responsibilities
Generate leads through telecalling, referrals, social media, and other marketing activities.
Sell and promote Trading Software and stock market-related services.
Assist clients in opening Demat and Trading Accounts.
Promote Mutual Fund investment products based on client requirements.
Explain and sell Health Insurance, Term Insurance, and other insurance products.
Follow up with prospective clients and convert leads into customers.
Maintain client relationships and provide after-sales support.
Achieve monthly sales targets and business goals.
Update customer information and sales activities in CRM/software.
Required Skills
Excellent communication and negotiation skills.
Basic knowledge of Stock Market, Mutual Funds, and Insurance products.
Ability to handle sales targets and client objections.
Positive computer and internet skills.
Positive attitude and customer-focused approach.