Role and Responsibilities:
1) Acquiring new clients for Demat & Trading accounts through networking, data base and references.
2) End to end customer relationship management.
3) Meet Non-Trading Customers and activate them.
4) Sell online accounts to customers and encourage them to trade online.
5) Have a customer centric approach and ensure that customers are serviced well.
6) Ensure that the customer actively trades after opening the account.
7) Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
Qualifications and Experience: Graduation/Post Graduation in any stream
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