- Client Acquisition: Generate leads, cold-call prospects, and acquire new retail or high-net-worth (HNI) clients for Demat, Equity, and F&O trading accounts.
- Investment Advisory: Understand clients' risk profiles and investment goals to provide tailored stock recommendations, market insights, and portfolio reviews.
- Business & Revenue Generation: Achieve monthly and quarterly targets by boosting brokerage revenue and promoting active trading.
- Cross-Selling: Pitch third-party financial products like mutual funds, insurance, IPOs, and bonds to diversify the client's wealth.
- Account Servicing & Support: Act as the main point of contact to resolve trading issues, explain market movements, and guide clients on using digital trading apps.
- Compliance & Monitoring: Ensure all transactions adhere to financial regulations and internal policies set by SEBI and stock exchanges
Pay: ₹18,000.00 - ₹22,000.00 per month
Benefits:
- Cell phone reimbursement
- Flexible schedule
- Provident Fund
Work Location: In person
