Roles and Responsibilities
● Acquire customers for Demat and Trading Account and generate revenue through brokerage.
● Manage relationships of an existing portfolio of clients to up-sell and cross-sell different
products such as mutual funds
● Acquire new customers through active referrals from clients in existing portfolio and
self-generated leads and thereafter adds these clients to his/her existing portfolio for future
cross sell
● Conduct regular Client Meetings & update the same in the meeting tracker
● Be active in scouting leads, converting them into meetings to onboarding and finally
converting them to sales.
● Track customer complaints/queries and turnaround times for customer satisfaction.