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.