Demat Account Executive

Company Description

At Bigul.co, we provide investors and traders with the essential tools for success. We believe in personalized strategies, and by aligning the right stocks and tools, everyone has the potential to succeed. Our aim is to empower individuals to navigate the financial markets effectively.

Role Description

This is a full-time on-site role for a Demat Account Executive based in Indore. The Demat Account Executive will be responsible for managing client accounts, assisting clients with account openings, resolving queries, and providing guidance on investments. The role also involves maintaining accurate records of transactions and ensuring compliance with regulatory standards.

Responsibilities:

• Lead Engagement:

  Proactively contact leads generated through digital marketing campaigns to introduce Bigul’s discount stock broking services.

• Client Guidance:

  Assist potential Franchisees and Authorized Persons through the registration process, ensuring they understand each step and feel confident in completing their registration.

• Product Presentation:

  Clearly explain the features, benefits, and services offered by Bigul to convince leads of our value proposition.

• Target Achievement:

  Strive to meet and exceed monthly targets for registering new Franchisees and Authorized Persons by effectively converting leads into registered clients.

• Follow-Up:

  Conduct timely follow-ups with leads needing additional information or time to make a decision.

• Feedback Collection:

  Gather feedback from potential clients to enhance the registration process and improve customer satisfaction.

Required Skills & Qualification:

• Education:

  Graduate/Post Graduate in any stream.

• Communication Skills:

  Excellent verbal communication skills in any of the following languages: Hindi, English, Kannada, Malayalam, Tamil, Gujarati, Bangla, or Punjabi.

• Persuasion Skills:

  Strong persuasive abilities to effectively convince potential clients to complete the registration process.

• Goal-Oriented:

  Results-driven with a focus on achieving and surpassing set targets.

• Tech-Savvy:

  Comfortable using CRM systems and other sales-related software.

• Experience:

  Previous experience in telesales or a similar role is an added advantage but not mandatory.