Responsibilities Generate new leads through field visits, references, local networking, and other sources. Meet prospective clients personally and explain Demat & Trading Account benefits and services. Acquire recent 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. With Regards, Placenest Services Pvt. Ltd. Team HR: