- Generate leads and acquire new customers for Demat account opening through outbound calls, referrals, and other sales activities.

- Explain the advantages and features of Demat and trading accounts offered through Angel One.

- Assist customers with the account-opening process, including KYC documentation and verification.

- Educate clients on the basics of stock market investing, trading, and the use of trading applications.

- Guide customers in navigating the trading platform, understanding market information, and accessing available investment tools.

- Follow up with prospective clients to convert leads into successful account openings.

- Build and maintain strong client relationships to improve customer engagement and retention.





- Conduct product presentations and explain available financial services in a clear and professional manner.

- Achieve daily, weekly, and monthly targets for lead generation, Demat account openings, and client activation.

- Maintain accurate records of leads, calls, follow-ups, account openings, and conversions.

- Stay updated on stock market fundamentals, financial products, and company offerings.

- Follow all applicable KYC, compliance, and customer communication guidelines.

Pay: ₹20,000.13 - ₹40,000.00 per month

Work Location: In person

📌 Client Relationship Executive - Fresher (Bengaluru)
🏢 MasterPath
📍 Bengaluru