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.
• Valuable understanding of the stock broking ecosystem, trading platforms, and Demat accounts.
• Strong 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 (Pune)
🏢 Bajaj Broking
📍 Pune