- Identify, engage and acquire current clients for Demat and trading accounts , driving business growth.
- Promote a diverse portfolio of financial products, including equities, mutual funds, SIPs, IPOs and insurance .
- Manage and convert company-assigned leads while proactively generating new prospects through networking, referrals and outreach .
- Assist clients with account opening, KYC and trading activation , ensuring a seamless onboarding experience.
- Consistently achieve or exceed monthly sales and revenue targets .
- Build and nurture long-term client relationships , fostering repeat business and identifying cross-selling opportunities .
- Stay informed about market trends, product updates and regulatory changes to provide clients with timely and accurate guidance.