• Generate and acquire new customers for Demat Account opening.
• Handle the end-to-end account opening process, including customer coordination and documentation.
• Develop and maintain strong relationships with existing and prospective clients.
• Follow up with leads through calls, meetings, and other business development activities.
• Stay updated with stock market developments, financial products, and industry trends.
• Ensure quality customer acquisition and maintain proper compliance with company and regulatory processes.
• Generate references and leads through customer relationships and market networking.
Eligibility & Experience
• Graduate / Postgraduate from any recognized institution.
• 06 months to 3 years of experience in Stock Market, Broking, Financial Services, Investment Advisory, or a related industry is mandatory.
• Candidates with experience in Demat Account Opening, Broking Sales, Relationship Management, Investment Products, or Financial Product Sales will be preferred.
• Good communication and interpersonal skills.
• Solid customer-handling and follow-up skills.