- Client Acquisition from open-market sourcing.
- Drive account opening for Demat, Equity, Commodity, and Currency trading segments.
- Ensure active client onboarding and activation for trading and investment purposes.
Revenue Generation
- Generate revenue from all products linked to sourced clients, including broking turnover, margin, and third-party products.
- Meet monthly revenue and productivity benchmarks set by the branch.
Third-Party Product Sales
- Cross-sell a range of investment products, including: • SIPs • Mutual Funds • Insurance Products • Value Packs / ACE / TGS
Client Relationship Management
- Build solid relationships with clients to improve engagement, trading activity, and product usage.
- Understand customer investment needs and recommend suitable solutions.
- Provide prompt support to resolve service issues and maintain customer satisfaction.
Monitoring & Reporting
- Maintain daily and weekly reports on client acquisition, product sales, and revenue generation.
- Share regular performance updates with Sales/Branch Manager.