01Key Responsibilities
Acquire new clients and activate trading accounts
Drive revenue across Broking (Equity) and TPP (Insurance, PMS, Mutual Funds)
Collect trading margins through both online and offline (cheque/RTGS) modes
Work client databases for activation, reactivation, and retention
Cross-sell Insurance, PMS, and Mutual Fund (Lumpsum/SIP) products to existing clients
Key Skills:
Proven experience in client acquisition within broking/financial services
Strong track record of achieving revenue and collection targets
Cross-selling ability across investment and insurance products
Disciplined, database-driven approach to client management
Good negotiation and follow-up skills .
