Your role combines direct client relationship management, sales execution, and client onboarding support for stock market and investment services. Below is a explicit breakdown of how these key responsibilities translate into day-to-day operations and core workflows.
Core Responsibilities Breakdown
Lead Follow-Up & Acquisition: Call incoming leads promptly to assess trading/investment goals, present appropriate equity/Demat services, and secure client commitments.
Onboarding & KYC Assistance: Walk clients step-by-step through Demat and Trading account opening, document collection, and digital KYC verification.
Client Relationship Management: Maintain ongoing contact with onboarded investors, assist with account queries, and guide them through basic product offerings.
Business Development: Identify cross-selling prospects across portfolio services, SIPs,
and market products to grow total assets under management (AUM).
Daily Execution Workflow
Pay: ₹12,000.00 - ₹18,000.00 per month
Perks:
Cell phone reimbursement
Commuter assistance
Internet reimbursement
Application Question(s):
Do you have experience in Equity Sales or Equity Dealing?
What is your current / last salary (CTC)?
What is your expected salary?
What is your notice period?
Do you have your own network of clients/investors?
How many years of experience do you have in Equity / Stock Market / Capital Market?
Education:
Bachelor's (Preferred)
Experience:
Equity / Capital Market / Financial Services: 1 year (Required)