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 (India)
🏢 Pitanga Wealth
📍 India