Total years of Experience: 1 to 2 years
- Identify, acquire, and onboard current retail clients for Demat and trading accounts through company-generated leads as well as self-sourced referrals and networking.
- Promote and cross-sell a range of investment and financial products including equities, mutual funds, SIPs, IPOs and insurance solutions.
- Conduct client meetings and consultations to explain product features, benefits and investment opportunities based on client needs.
- Assist clients throughout the end-to-end account opening process, including KYC documentation and trading activation.
- Achieve assigned monthly acquisition, sales, and revenue targets in line with business objectives.
- Build and maintain long-term client relationships to drive repeat business, portfolio expansion, and cross-selling opportunities.
- Stay informed about market trends, regulatory updates, and financial products to provide accurate and value-driven guidance to clients.
- Maintain accurate CRM records and ensure timely reporting of daily activities, lead status, and conversion metrics.