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.
Positive 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 prospects 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 (India)
🏢 Bajaj Broking
📍 India