Role & responsibilities
Generate leads through cold calling, references, networking, digital leads, and market activities.
Acquire new clients and onboard them for Demat and Trading accounts.
Explain the company's trading platforms, brokerage plans, investment products, and services to prospective clients.
Convert qualified leads into active clients and ensure proper account activation.
Build and maintain strong relationships with existing and prospective clients.
Conduct regular follow-ups with leads and existing customers to generate repeat business.
Cross-sell relevant financial products such as Mutual Funds, IPOs, Bonds, Insurance, and other investment solutions, wherever applicable.
Understand client requirements and communicate suitable products and services in accordance with company policies and applicable regulations.
Coordinate with the operations, KYC, dealing, and support teams for smooth account opening and client servicing.
Resolve customer queries and complaints promptly and ensure a positive client experience.
Track leads, client interactions, conversions,



and sales activities through CRM/MIS.

Preferred candidate profile

Graduate in any discipline; MBA/BBA/B.Com in Finance or Marketing will be an added advantage.

Robust knowledge of Equity, Mutual Funds, IPOs, Demat & Trading Accounts, and basic capital-market products.

Proven ability to generate leads, acquire recent clients, and achieve sales/revenue targets.

Excellent communication, presentation, negotiation, and relationship-management skills.

Solid cold-calling, lead-conversion, follow-up, and client-acquisition abilities.

Target-oriented, self-motivated, and comfortable working in a performance-driven environment.

Positive understanding of customer needs with the ability to recommend appropriate financial products/services.

Ability to build and maintain long-term relationships with clients.

Proficiency in MS Office, Excel, CRM tools, and basic digital platforms.

Willi

📌 Walk In Sales Head Indore (India)
🏢 Aviss Fintech
📍 India