Key Responsibilities:
Client Acquisition: Generate leads through cold calling, research, or referrals and convert them into clients.
Sales & Cross-selling: Promote demat accounts, mutual funds (MF), SIPs, and other financial products to meet targets.
Customer Onboarding: Guide clients through the dematerialization process, documentation, and KYC (Know Your Customer) norms.
Client Relationship Management: Provide ongoing support, address queries, and build strong client relationships.