Key Responsibilities
Acquire current retail customers for Demat and Trading account opening.
Generate leads through cold calling, references, field visits, networking, digital leads and market mapping.
Convert prospects into active Demat/Trading customers.
Explain the company's Equity, Commodity, Currency, Mutual Fund, Insurance and other investment products.
Complete customer onboarding, KYC and account-opening documentation.
Activate newly opened accounts and encourage customers to start trading/investing.
Maintain solid relationships with existing customers and generate repeat business.
Cross-sell products such as Mutual Funds, SIPs, Insurance, Bonds and Wealth Management solutions.
Achieve monthly Demat acquisition, revenue, brokerage and business targets.
Increase customer AUM and wallet share through effective product penetration.
Follow up with customers regarding account opening, transactions, service requests and investment opportunities.




Coordinate with operations, dealing, research and other internal teams to ensure smooth customer service.
Maintain accurate customer records and follow all company and regulatory compliance requirements.

MOFSL postings also emphasize client acquisition, relationship management, revenue/AUM generation and opening Demat/Trading accounts. P Prosple+1

Required Skills
Excellent communication and convincing skills.
Robust sales and relationship-management ability.
Knowledge of stock market, Equity, Demat and Trading accounts.
Basic understanding of Mutual Funds, SIPs, Insurance and other financial products.
Ability to generate leads and convert them into customers.
Target-oriented and comfortable with field sales/telecalling.
Good follow-up and customer-handling skills.

📌 Relationship Manager Retail / Demat Acquisition Pune
🏢 Veerwal Getwork Services
📍 Pune