Handle client queries related to stock market, trading & investment products.
Acquire new clients for Demat & Trading accounts.
Generate revenue through equity, derivatives & investment products.
Maintain strong relationships with existing clients and provide timely support.
Explain company’s financial products and convert leads into active clients.
Coordinate with the sales team for achieving monthly targets.
Keep clients updated about market trends and basic investment options.
Ensure complete documentation & KYC compliance for account opening.
Follow up with warm leads provided by the company.