Key Responsibilities :
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 recent 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.