- Drive recent client acquisition by opening Demat and Trading accounts through field sales, referrals and direct prospecting.
- Develop and manage the RA (Referral Associate) model to generate consistent leads and expand the client base.
- Conduct local area marketing activities such as investor meets, prospect seminars and webinars to create awareness and generate leads.
- Meet existing and prospective clients for account opening, relationship management and cross-selling of financial and investment products.
Qualifications & Experience:
- Graduate in any stream.
- 1 year of relevant experience in financial services, broking or related domain. (Freshers who want to start their career in stock market are welcome)
- Excellent communication skills.
- Domain knowledge: knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding.