→ Make daily outbound calls to prospective clients from provided leads
→ Explain the demat account opening process clearly and confidently
→ Introduce clients to financial products including Equity,
IPO, and Mutual Funds
→ Generate referrals from existing satisfied clients
→ Maintain regular follow-ups to build long-term client relationships
→ Update daily call logs and lead status accurately
→ Achieve monthly calling and conversion targets consistently
→ Coordinate with the internal team for smooth client onboarding