- Generate new leads through field visits, referrals, and networking.
- Acquire new Demat and Trading account customers.
- Explain stock market investment opportunities to prospective clients.
- Cross-sell Mutual Funds, IPOs, Bonds, Insurance, and other investment products.
- Build and maintain long-term client relationships.
- Conduct client meetings and investment presentations.
- Achieve monthly revenue and client acquisition targets.
- Follow up on leads and ensure high conversion rates.
- Maintain accurate client records and daily sales reports.
- Stay updated on financial markets and investment products.
Required Skills
- Excellent communication and negotiation skills
- Sales and client acquisition
- Confidence in interacting with customers
- Basic knowledge of financial markets
- Relationship-building skills
- Goal-oriented mindset
- MS Excel and computer proficiency
- Self-motivated and disciplined
Preferred Candidate
- Passionate about finance and investments
- Energetic and target-oriented
- Willing to learn about stock markets
- Positive attitude with solid interpersonal skills
- Ability to work independently and as part of a team