01Key Responsibilities
Conduct outbound calls to prospective clients to explain Demat account benefits and convert leads into account openingsCollect, verify, and process KYC documents in accordance with SEBI guidelinesEnsure timely follow-up with clients to resolve queries and complete documentationMaintain client records and update CRM systems with accurate informationBuild strong relationships with clients to increase engagement and retentionMeet monthly targets for client acquisition and account openings. Key
02Requirements
Minimum 2 year of experience in financial sales, preferably with broking or banking firmsHands-on experience in KYC documentation and Demat account opening processesStrong communication and interpersonal skills, especially over the phone. Looking forward to connect with you soon, All the best!! .
