1 - 2 years

2 - 3 Lacs

Posted:4 days ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

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: ₹18,000.00 - ₹25,000.00 per month

Work Location: In person

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