Key Responsibilities
Build and maintain relationships with recent and existing clients.
Understand clients' investment objectives and recommend suitable equity investment prospects.
Assist clients with opening trading and demat accounts.
Generate leads through calls, referrals, and client interactions.
Execute sales strategies to achieve individual business targets.
Provide regular market updates and investment insights to clients.
Coordinate with internal teams to ensure smooth client onboarding and servicing.
Ensure compliance with company policies and regulatory guidelines.