Partner Acquisition Executive Job in Lakshmishree Investment & Securities

Partner Acquisition Executive

Year Bhuj, GJ, IN, India

Lakshmishree Investment & Securities

72 Current Jobs Openings

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Job Description

Total years of Experience: 1 to 2 years

Key Responsibilities

Identify, acquire, and onboard new clients

for equity trading, Demat, and investment accounts.

Generate qualified leads

through cold calls, references, social networks, and client engagement activities.

Explain the features and benefits

of Demat and trading accounts, guiding clients through the account-opening and KYC process.

Promote and cross-sell investment products

such as equities, mutual funds, SIPs, derivatives, and other financial instruments.

Build and maintain long-term client relationships

by offering personalized service and continuous portfolio engagement.

Share market insights and stock ideas

in line with company policy and regulatory compliance to support informed investment decisions.

Meet and exceed monthly and quarterly sales, revenue, and client acquisition targets.

Track and record client interactions

and sales progress through CRM systems, ensuring timely follow-ups and accurate data maintenance.

Stay updated with stock market movements, new product offerings, and SEBI/regulatory changes

to maintain product knowledge and credibility.
Job Type: Full-time

Pay: ?18,000.00 - ?25,000.00 per month

Work Location: In person

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Job Detail

Job Id

JD4689226
Industry

Not mentioned
Total Positions

1
Job Type:

Full Time
Salary:

Not mentioned
Employment Status

Permanent
Job Location

Bhuj, GJ, IN, India
Education

Not mentioned
Experience

Year

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