Key Responsibilities:
Generate leads and acquire customers for Demat & Trading account opening.
Handle customer calls and explain account opening procedures.
Collect and verify KYC documents and ensure accurate documentation.
Coordinate for KYC verification and account activation.
Follow up with customers and achieve monthly account-opening targets.
Maintain customer records and update CRM/MIS.
Skills Required:
Valuable communication and convincing skills.
Basic knowledge of Demat, Trading, KYC & Stock Market.
Target-oriented with valuable follow-up skills.