Total years of Experience: 1 to 2 years
Key Responsibilities
- Identify, engage, and acquire new retail clients for Demat and trading account openings.
- Promote a diverse portfolio of investment products, including equities, mutual funds, SIPs, IPOs and insurance solutions.
- Manage and convert company-assigned leads while proactively generating new prospects through networking, referrals and client outreach.
- Clearly communicate product features, benefits, and processes, assisting clients with account opening, KYC and trading activation.
- Consistently meet or exceed monthly sales and revenue targets in alignment with business goals.
- Build and maintain long-term client relationships, fostering repeat business and identifying cross-selling opportunities.
- Stay updated on financial market trends, product developments and regulatory changes to provide clients with timely and relevant insights.
Job Type: Full-time
Pay: ₹13,000.00 - ₹16,000.00 per month
Work Location: In person
