Key Responsibilities :
* Generate leads and acquire new clients for Equity Trading and Investment Services.
* Educate prospective clients regarding:
o Equity Investing
o Cash Market Trading
o Futures & Options (F&O)
o Trading Account and Demat Account benefits
*Assist clients in completing account opening and onboarding formalities.
*Coordinate KYC documentation and ensure smooth activation of trading accounts.
* Build and maintain strong relationships with clients.
* Conduct follow-ups with leads and prospects generated through marketing activities.
* Support investor awareness programs, seminars, and client meetings.
* Work closely with the management team to achieve business targets.
* Maintain proper records of client interactions and onboarding status.
* Provide first-level support for client queries related to account opening and platform usage
Pay: From ₹7,000.00 per month
Work Location: In person
