Revenue Generation Executive

Role Overview: As a candidate with 1 to 2 years of experience, your role will involve identifying and acquiring new retail clients for Demat and trading accounts. You will be responsible for promoting investment products such as equities, mutual funds, SIPs, IPOs, and insurance. Meeting leads provided by the company and generating additional leads through networking and references will be crucial. Your assistance will be required in explaining product benefits and guiding clients through the account opening and trading activation process. Achieving monthly sales and revenue targets, maintaining strong client relationships, and staying updated with financial market trends will be key aspects of your role. Timely CRM updates and reporting of daily activities will also be expected. Key Responsibilities: - Identify and acquire new retail clients for Demat and trading accounts. - Promote investment products such as equities, mutual funds, SIPs, IPOs, and insurance. - Meet leads provided by the company and generate additional leads through networking and references. - Explain product benefits and assist clients through the account opening and trading activation process. - Achieve monthly sales and revenue targets as per business goals. - Maintain strong client relationships to ensure repeat business and cross-selling opportunities. - Stay updated with financial market trends and investment products. - Ensure CRM updates and timely reporting of daily activities. Qualification Required: - 1 to 2 years of relevant experience in a similar role. - Strong communication and networking skills. - Knowledge of financial market trends and investment products. - Ability to achieve sales targets and maintain client relationships. Please note: Job Type is Full-time. Work Location is In person.,