Demat Account Acquisition

Position Overview

You will be responsible for building strong relationships with clients, understanding their needs and giving them tailored solutions on investment products. This role involves regular communication via calls, emails, and chat platforms to ensure client onboarding and foster long-term loyalty.

Key Responsibilities:

• Strong understanding of investment products, including Equity, F&O, Commodity, PMS, Bonds, FD, Insurance, IPO, Stocks, Mutual Funds and alternative investments

• Will be responsible for onboarding customers for Equity and Mutual Funds

• Assess client needs and suggest customized recommendations to enhance their experience with our products and services

• Proactively reach out to clients to assess their needs and gather feedback

• Stay updated on market trends, economic developments, and changes in investment products to provide informed advice

• Act as a trusted partner, providing insights and support to help clients open their Demat and Trading accounts

• Identify opportunities for account growth and present solutions that align with client objectives

• Track and document client interactions in our CRM system to maintain accurate records and follow up as needed

• Stay updated on industry trends and company offerings to provide informed guidance to clients Maintain accurate records of client interactions and sales activities in the CRM system

• Collaborate with internal teams and external partners to deliver comprehensive financial solutions

Personal Skills:

• Exceptional Verbal & Written Communication Skills

• Should be a self-starter, proactive & target oriented

• Should have strong networking & relationship building skills

• Organized, high energy, results driven, superior problem solving skills & high attention to detailing

• A customer-centric approach, understanding customer needs and aligning solutions to enhance customer satisfaction

• Strong interpersonal skills with an ability to generate trust and confidence in clients

Qualifications:

• Bachelor’s degree in Business Administration, Commerce, Finance, or a related fields

• Minimum 2 years of experience in client relationship management, sales, or customer service, preferably in a virtual environment

• Strong communication and interpersonal skills, with an emphasis on empathy and understanding

• Familiarity with CRM tools and virtual collaboration software

• Strong analytical and problem-solving abilities

• Knowledge of Stock Market & NISM Certification can be an add on advantage