- 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 good follow-up skills.