- Generate current leads and acquire clients for trading and demat accounts.
- Explain stock broking products and investment products & services to potential clients.
- Assist clients with account opening and onboarding.
- Maintain relationships with existing clients and provide regular support.
- Achieve monthly sales and revenue targets.
- Cross-sell financial products such as mutual funds, IPOs, bonds, and other investment products.
- Follow up with leads through calls, meetings, and digital platforms.
- Coordinate with the research and dealing teams to provide relevant market information toclients.
- Follow SEBI and company compliance rules while communicating with clients.
- Meet & acquire new Aps.
Required Skills:
- Good communication and convincing skills.
- Sales and relationship-building ability.
- Basic knowledge of the stock market and financial products.
- Target-oriented and self-motivated.
- Ability to handle client queries and follow-ups.
Qualification: Graduate/MBA with relevant sales experience or interest in stock markets and financial services.