- Acquire customers for Demat and Trading Account and generate revenue through brokerage.
- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products such as mutual funds
- Acquire current customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell
- Conduct regular Client Meetings update the same in the meeting tracker
- Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.
- Track customer complaints/queries and turnaround times for customer satisfaction.
📌 Business Development Executive (New Delhi)
🏢 Pocketful Fintech Capital
📍 New Delhi
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.