- Generate new leads through field visits, references, local networking, and other sources.
- Meet prospective clients personally and explain Demat & Trading Account perks and services.
- Acquire new customers and achieve monthly account-opening targets.
- Assist customers with the complete account-opening and KYC process.
- Follow up with leads and convert them into active clients.
- Build and maintain strong relationships with customers.
- Coordinate with the operations/dealer team for smooth account activation.
- Maintain daily reports of leads, meetings, conversions, and follow-ups.
- Regularly travel within the assigned area for client meetings and business development.
Requirements
- Good communication and interpersonal skills.
- Comfortable with field sales and meeting customers personally.
- Sales/business-development mindset with a focus on achieving targets.
- Basic knowledge of the stock market, Demat accounts, and trading is preferred.
- Experience in broking, banking, fintech, insurance, mutual funds, or financial services will be an advantage.
- Freshers with good communication and sales skills can also apply.
- Experience 0 - 3 years