Business Development Executive

Roles and Responsibilities

• Acquire customers for Demat and Trading Account and generate revenue through brokerage.
• Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products such as mutual funds
• Acquire new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell
• Conduct regular Client Meetings update the same in the meeting tracker
• Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.
• Track customer complaints/queries and turnaround times for customer satisfaction.