to join our team. The ideal candidate will have experience in
KYC documentation
,
Demat account opening
, and
handling clients over phone calls
. You will be responsible for acquiring clients, ensuring smooth onboarding, and providing after-sales support.
Key Responsibilities:
Conduct outbound calls to prospective clients to explain Demat account benefits and convert leads into account openings
Collect, verify, and process KYC documents in accordance with SEBI guidelines
Ensure timely follow-up with clients to resolve queries and complete documentation
Maintain client records and update CRM systems with accurate information
Build strong relationships with clients to increase engagement and retention
Meet monthly targets for client acquisition and account openings.
Key Requirements:
Minimum 2 year of experience in financial sales, preferably with broking or banking firms
Hands-on experience in
KYC documentation
and
Demat account opening
processes
Strong communication and interpersonal skills, especially over the phone
Ability to explain & handle clients.
Bachelor's degree in Finance, Business, or a related field is preferred.
Benefits:
Fixed Salary + Attractive Incentive Structure
Training and career development opportunities.
Supportive and professional work environment
Looking forward to connect with you soon, All the best!!
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