● Engage with leads provided by the company and convert them into active clients through consultative discussions.
● Understand clients investment goals, risk appetite, and financial preferences to recommend suitable Fynocrat research products.
● Consistently meet and exceed weekly and monthly sales targets.
● Build and maintain strong, trust-based relationships with clients to encourage renewals and referrals.
● Conduct follow-ups through calls, WhatsApp, and emails to ensure continuous engagement.
● Maintain accurate client data and update CRM records regularly.
● Coordinate with the Research and Customer Service teams for smooth client onboarding and post-sale support.
● Stay updated with market trends, equity research insights, and product developments to effectively communicate Fynocrat’s value proposition.
● Adhere strictly to SEBI regulations and Fynocrat’s internal compliance policies during every client interaction.