* Generating Leads

* Converting leads to sales

* Opening Demat Account on call

* Obtaining client information by outbound telephone calls; verifying information and proofreading all the documents.

* Inform clients about all the company’s services & policies, explaining all procedures, answering questions, and follow up with them regularly

* Accomplishing sales and organization mission by achieving monthly targets assigned by the reporting authorities.

* Preparing daily reports

* Maintaining a deep knowledge of company products and services.

* Building and maintaining strong relationships with prospective and existing clients.

* Researching and pursuing new business opportunities.

* Identifying clients' needs and requirements and proposing suitable solutions.

* Providing clients with comprehensive product/service consultations and guiding their decision-making process.

Provides a wide range of financial services to their clients including and in relation to: Broking and Advisory: The Company provides broking services across equity (cash-delivery, intra-day, futures and options),commodity and currency segments, along with debt products.