Key Roles & Responsibilities
Client Acquisition: Generate new Demat & Trading accounts through cold calling, field marketing, referrals, and networking, targeting retail and HNI clients.
Sales & Revenue: Achieve monthly/quarterly brokerage targets and drive trading volume and client activity.
Product Sales: Promote Equity, F&O, Mutual Funds, IPOs, and other investment products.
Client Relationship Management: Build long-term client relationships, provide market updates, and ensure client retention.
Lead Generation & Conversion: Generate leads through campaigns, referrals, and digital channels and convert them into active clients.
Team Management: Handle sales/relationship teams, assign targets, monitor performance, and provide training. (For senior roles)
Partner Development: Develop and manage sub-broker, franchise, and agent networks.
Compliance: Ensure proper KYC, documentation, client records, and regulatory compliance.
Market Awareness: Stay updated on market trends and competitor offerings.
Skills Required
Strong sales, negotiation, and communication skills
Good knowledge of the stock market and investment products
Target-oriented and result-driven approach
Strong client relationship and convincing skills
Leadership and team-handling skills (for senior roles)
Pay: ₹20,000.00 - ₹30,000.00 per month
Benefits:
- Cell phone reimbursement
- Paid sick time
- Paid time off
- Provident Fund
Work Location: In person
