1. Digital Marketing Coordination
Work with the digital marketing team to plan and execute campaigns across platforms (Google Ads, Facebook, LinkedIn, Instagram, etc.).
2. Lead Generation
Create and manage lead funnels from digital campaigns, webinars, cold calling, and offline sources.
3. Account Opening Process
Explain features and benefits of opening a demat and trading account with the company.
Guide clients through the onboarding process KYC, Aadhaar eSign, bank linking, etc.
4. Product Demo and Presentation
Conduct product demos ( Trading, Tradingview & Algo.).
Show features such as:
Charting tools
Order placement
Portfolio tracking
Algo trading features
5. Funds Pay-in Assistance
Guide clients on how to transfer funds into their trading accounts (UPI, NetBanking, RTGS/NEFT).
Explain limits, settlement time, and margin requirements.
6. Brokerage Generation
Encourage active trading by educating clients about market opportunities, research calls, and daily strategy ideas.
Upsell premium plans, algo strategies, or advisory services to increase brokerage per client.
Contact Vishnu for further details 9363983***
Keyskills: Stock Broking share market Target Achievement Client Acquisition Relationship Management mutual funds Business Development Revenue Generation sales
SKY Broking is a full-service brokerage firm offering a comprehensive range of financial services. We provide free Demat and Trading Account services to help clients seamlessly participate in the markets. In addition to commodities, our offerings include mutual funds, insurance, and dealing in unlis...