Key Responsibilities
Generate recent leads through field visits, referrals, and networking.
Acquire new Demat and Trading account customers.
Explain stock market investment prospects 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