Lead Generation & Client Acquisition:
- Generate new leads through personal networks, referrals, market contacts, cold calling, digital leads and business development activities.
- Build and maintain a strong pipeline of prospective clients.
- Identify and approach potential HNI, UHNI and affluent clients.
- Conduct regular follow-ups and convert qualified prospects into active clients.
- Develop new sources and channels for continuous lead generation.
- Leverage existing client relationships to generate referrals and new business opportunities.
- Maintain accurate lead records and track prospects through the complete sales cycle.
- Consistently meet monthly lead-generation, conversion and acquisition targets.
Product Sales:
- Sell equity, broking, bonds, fixed income, structured products and other financial products.
- Identify client requirements and present relevant products.
- Cross-sell and upsell products to existing clients.
Business Development & Revenue:
- Achieve assigned sales, brokerage and revenue targets.
- Expand the client base and identify new business opportunities.
- Maintain regular client engagement to generate repeat and referral business.
Coordination & Compliance:
- Coordinate with internal teams for smooth client onboarding and activation.
- Ensure proper documentation and adherence to company and regulatory requirements.
Experience:
- 6 - 8 years of experience in stock broking, capital markets or financial services sales.
- Proven track record in lead generation, client acquisition and revenue generation.
- HNI/UHNI client network will be an advantage.
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