- Build and maintain long-term relationships with recent and existing clients.
- Assist clients with Demat & Trading Account opening and activation.
- Guide customers through KYC documentation and account opening processes.
- Promote and support Mutual Funds, SIPs, IPOs, Equity, F&O;, Commodity, Currency, MTF, Insurance, Loans, Bonds,

and other financial products available through Angel One.

- Generate leads through calls, referrals, digital channels, and walk-in customers.
- Conduct client follow-ups and convert inquiries into active customers.
- Educate clients on digital platforms, mobile app features, and online account services.
- Coordinate with internal teams for smooth onboarding and service delivery.
- Maintain CRM records, daily reports, and customer documentation.
- Cross-sell suitable financial products based on customer requirements.
- Ensure high standards of customer service and relationship management.
- Achieve monthly business and service targets.

📌 Customer Service Executive (Delhi)
🏢 Pitanga Wealth
📍 Delhi