Ø Making pre-budgeted number of outbound calls.
Ø Responsible for managing assigned no. of leads and opening targeted no of demat Accounts.
Ø Online documents uploading and getting it processed.
Ø Also in a given ratio accounts need to be activated thru getting margin into it.
Ø Providing clients with Demo & handhold to initiate trading activities after account Opening.
Ø Follow-up with the given leads in a preset TAT to get more conversion ratio.
Ø To keep abreast with market knowledge and market intelligence
Ø Ensuring all trades are done with customer consent as per dealer conduct on recorded lines
Ø Ensuring Quality and Compliance is met on all calls along with the KRA Target set
Ø Responsible for Reactivation of Inactive customers
Ø Managing In process and providing end to end solutions to customers
Ø Provide regular updates to immediate superior as an when required