Job Title: Tele-Sales Executive – Demat Account Acquisition Company: Aditya Trading Solution Job Location: Mahadevapura, Bengaluru Department: Sales / Business Development Experience: 0–3 years in Tele-sales, Banking, Financial Services, Stock Market, or Demat Account Sales preferred. Job RoleWe are looking for energetic and target-oriented Tele-Sales Executives to generate leads, interact with prospective customers, and convert them into new Demat & Trading account holders . The primary responsibility will be to make outbound calls, explain our trading and investment services, assist customers with the online account-opening process, and ensure the account is activated with the required minimum margin/funding.
Key ResponsibilitiesMake minimum 200 outbound calls per day to prospective customers. Explain the perks and features of Demat & Trading Accounts . Generate customer interest through effective telephone communication.
Target a minimum 5% daily conversion rate from the assigned calling database. Assist interested customers with the online Demat account opening/KYC process . Follow up with leads who have shown interest but have not completed their account opening.
Ensure newly opened accounts are activated and funded with the applicable minimum margin amount , in accordance with company requirements. Maintain accurate daily records of calls, leads, follow-ups, conversions, and account activations. Achieve daily, weekly, and monthly sales targets.
Coordinate with the operations/KYC team to resolve customer queries and complete pending documentation. Build and maintain a strong relationship with customers through regular follow-ups. Adhere to company policies and applicable regulatory requirements while communicating with customers.