Total years of Experience: 1 to 2 years
Acquire current clients through lead generation, references, and cold calling.
Develop and maintain long-term relationships with clients.
Understand client financial goals and recommend suitable investment products.
Cross-sell products such as Equity, Derivatives, Mutual Funds, IPOs, PMS, Insurance, etc.
Achieve monthly revenue and activation targets.
Monitor client portfolios and provide timely market updates.
Resolve client queries and ensure high service standards.
Maintain proper documentation and ensure compliance with regulatory guidelines.
Coordinate with internal teams for smooth onboarding and service delivery.