1 - 2 years

2 - 3 Lacs

Posted:5 days ago| Platform: SimplyHired 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, acquire, and onboard new clients for equity trading, Demat, and investment accounts.
  • Generate qualified leads through cold calls, references, social networks, and client engagement activities.
  • Explain the features and benefits of Demat and trading accounts, guiding clients through the account-opening and KYC process.
  • Promote and cross-sell investment products such as equities, mutual funds, SIPs, derivatives, and other financial instruments.
  • Build and maintain long-term client relationships by offering personalized service and continuous portfolio engagement.
  • Share market insights and stock ideas in line with company policy and regulatory compliance to support informed investment decisions.
  • Meet and exceed monthly and quarterly sales, revenue, and client acquisition targets.
  • Track and record client interactions and sales progress through CRM systems, ensuring timely follow-ups and accurate data maintenance.
  • Stay updated with stock market movements, new product offerings, and SEBI/regulatory changes to maintain product knowledge and credibility.

Job Type: Full-time

Pay: ₹18,000.00 - ₹25,000.00 per month

Work Location: In person

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