Role - Activation Agent

Key Responsibilities

- Connect with 120 clients per day (120 connected calls), covering both newly acquired and existing clients.
- Achieve a minimum 10% client activation rate through effective engagement and follow-ups.
- Understand and resolve client queries, concerns, and challenges faced while trading on the BFSL platform.
- Maintain detailed client interaction records and capture relevant dispositions, including:
- Issues or challenges faced while trading.
- Reasons for opening a BFSL Demat account.
- Source of awareness about the BFSL Demat account.
- Client feedback, requirements, and other relevant insights.
- Identify and implement innovative strategies to improve client activation, including reactivating dormant clients and engaging newly acquired clients.




- Proactively engage with clients to enhance their trading experience and drive account activation and platform engagement.

Candidate Requirements

- Minimum 2 years of experience in the broking industry.
- Good understanding of the stock broking ecosystem, trading platforms, and Demat accounts.
- Solid communication, problem-solving, and client-handling skills.
- Ability to drive client engagement and achieve defined activation targets.
- A proactive approach towards identifying opportunities to improve client activation and retention.

Working Hours

- Standard working hours: 8:40 AM to 5:30 PM.
- Working hours may extend depending on client connectivity, call completion, and daily target achievement.

📌 Activation Agent (Off Roll) (Pune)
🏢 Bajaj Broking
📍 Pune