Manage and convert inbound leads generated through digital campaigns, WhatsApp, and app enquiries.
- Understand customer requirements, profile the investor, and pitch the right service offering (Trade Calls/ Model Portfolios).
- Deliver crisp, compliant product explanations without providing investment advice or assured-return commitments.
- Conduct follow-ups, maintain a high conversion ratio, and drive daily/weekly target achievement.
- Maintain accurate lead entries, follow-up logs, and closure details in CRM with solid data hygiene.
- Educate customers on service features, pricing plans, app usage, and onboarding flows.
- Uphold SEBI Research Analyst regulations during every communication—including disclaimers, tele-sales scripts, and platform guidelines.