Key Responsibilities
Identify, engage, and acquire current retail clients for Demat and trading account openings.
Promote a diverse portfolio of investment products, including equities, mutual funds, SIPs, IPOs and insurance solutions.
Manage and convert company-assigned leads while proactively generating new prospects through networking, referrals and client outreach.
Clearly communicate product features, perks, and processes, assisting clients with account opening, KYC and trading activation.
Consistently meet or exceed monthly sales and revenue targets in alignment with business goals.
Build and maintain long-term client relationships, fostering repeat business and identifying cross-selling opportunities.
Stay updated on financial market trends, product developments and regulatory changes to provide clients with timely and relevant insights.