Key Responsibilities
Build and nurture robust relationships with existing clients to ensure high satisfaction.
Drive renewals, service upgrades, and overall client retention.
Upsell and cross-sell broking products, subscriptions, and advisory services.
Educate clients on platform tools and recent features to enhance active usage.
Consistently achieve monthly revenue, retention, and upsell targets.
Work closely with internal teams to deliver a smooth, impactful client experience.
Proactively engage with mapped clients to understand needs and suggest solutions.
Generate referrals through strong client rapport and service quality.
Skills & Requirements
Prior experience in the stock market; derivatives knowledge preferred.
Experience in sales or relationship management roles of 2+ years
Solid communication skills; proficiency in multiple languages is an advantage.
Customer-focused attitude with the ability to influence and drive conversions.