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Lakshmishree Investment & Securities Ltd.
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Revenue Generation Executive

Revenue Generation Executive

Lakshmishree Investment & Securities Ltd.

1 - 2 years

|

2 - 3 Lacs

Posted:1 week ago| Platform: GlassDoor logo

Apply

Skills Required

trading documentation drive portfolio crm reporting

Work Mode

On-site

Job Type

Full Time

Job Description

Total years of Experience: 1 to 2 years

Identify, acquire, and onboard new retail clients for Demat and trading accounts through company-generated leads as well as self-sourced referrals and networking.
Promote and cross-sell a range of investment and financial products including equities, mutual funds, SIPs, IPOs and insurance solutions.
Conduct client meetings and consultations to explain product features, benefits and investment opportunities based on client needs.
Assist clients throughout the end-to-end account opening process, including KYC documentation and trading activation.
Achieve assigned monthly acquisition, sales, and revenue targets in line with business objectives.
Build and maintain long-term client relationships to drive repeat business, portfolio expansion, and cross-selling opportunities.
Stay informed about market trends, regulatory updates, and financial products to provide accurate and value-driven guidance to clients.
Maintain accurate CRM records and ensure timely reporting of daily activities, lead status, and conversion metrics.

Job Type: Full-time

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

Work Location: In person

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Lakshmishree Investment & Securities Ltd.

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