• To connect with the prospects/clients via Online leads and convert the same to the customer.
• Connect and follow up on the leads assigned to generate client acquisition and open the online Demat / Trading account.
• Explain the product to the client and solve any queries for opening the Demat Account.
• Ensuring the process laid by business is followed for opening the account.
• Update the database/lead management system to ensure proper reporting of work.
• Achieve the assigned targets for client acquisition.