Financial Advisor (Indore)

Financial Advisor (Indore)

17 Oct
|
Cyclone infotech
|
Indore

17 Oct

Cyclone infotech

Indore

Key Responsibilities: Demat Account Acquisition: Drive recent client acquisition by pitching and facilitating the opening of Demat and trading accounts.

Fintech Product Sales: Pitch and sell advanced algorithmic trading (algo software) services to traders, investors, and HNIs. Lead Generation & Conversion: Follow up on inbound leads, conduct cold calls, and convert prospective clients.

Client Relationship Management: Guide clients through the onboarding process, KYC compliance, and software usage to ensure high retention.

Target Achievement: Consistently meet or exceed monthly sales and revenue targets.

📌 Financial Advisor (Indore)
🏢 Cyclone infotech
📍 Indore

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