* 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.
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