Opening Demat account
· Responsible for Brokerage and Revenue generation
· Hand-holding of clients during initial phases
· Handle sales promotion activities from time to time .
· Connect with clients through calls or visiting their places and advise them on various investment products like equity, MFs, LAS, SIP, derivatives.
* Regular coordination with BM/TM .
* New and Inactive client services/meetings.
* Must be very good in client coordination and helping them to understand the product.
* Must be good in product explanation.
* Lead generation through personal contacts or officials(lead can get through contest,
event)