Call potential or existing clients to inform them about stock market investment services and products.
Understand client needs and pitch appropriate trading/investment solutions.
Generate leads and convert them into active clients.
Maintain detailed records of calls, follow-ups, and client information in the CRM system.
Achieve monthly and quarterly sales targets.
Provide information on account opening procedures, trading platforms, and investment plans.
Stay up to date with market trends, financial news, and competitor products.
Follow compliance and regulatory guidelines while handling client interactions.