- Generate and acquire new customers for Demat Account opening.
- Handle the end-to-end account opening process, including customer coordination and documentation.
- Develop and maintain strong relationships with existing and prospective clients.
- Follow up with leads through calls, meetings, and other business development activities.
- Stay updated with stock market developments, financial products, and industry trends.
- Ensure quality customer acquisition and maintain proper compliance with company and regulatory processes.
- Generate references and leads through customer relationships and market networking.
Eligibility & Experience
- Graduate / Postgraduate from any recognized institution.
- 06 months to 3 years of experience in Stock Market, Broking, Financial Services, Investment Advisory, or a related industry is mandatory.
- Candidates with experience in Demat Account Opening, Broking Sales, Relationship Management, Investment Products, or Financial Product Sales will be preferred.
- Good communication and interpersonal skills.
- Strong customer-handling and follow-up skills.
Required Skills
- Basic to good understanding of the Stock Market & Broking Industry.
- Strong sales and business development orientation.
- Good communication and convincing skills.
- Result-oriented approach.
- Self-motivated with a strong desire to learn and grow.
- Ability to work independently and as part of a team.
- Professional attitude with solid follow-up and execution skills.