Business Associate
7 hours ago
**business associate
- Share Market / Stock Broking Firm**
**Job Role Overview**:
A Tele-Calling Executive in a share market or stock broking firm is responsible for connecting with potential and existing clients to promote financial products and services such as **Demat accounts, trading accounts, mutual funds, IPOs, and investment plans**. The role involves client interaction, lead conversion, and customer relationship management over the phone.
**Key Responsibilities**:
- **Client Outreach**: Call potential clients to explain stock market products and services.
- **Account Opening**: Assist clients in opening Demat and trading accounts.
- **Lead Conversion**: Follow up on leads generated through marketing campaigns and convert them into active clients.
- **Relationship Building**: Maintain long-term relationships with clients and provide regular market updates.
- **Advisory Support**: Educate clients on basic stock market concepts, investment options, and benefits.
- **Documentation**: Guide clients through the account verification and KYC process.
- **Sales Target**: Achieve assigned sales and revenue goals within given timelines.
- **Follow-Up**: Maintain timely follow-ups with interested clients for activation and investment.
- **Reporting**: Prepare daily call and conversion reports for team leaders or managers.
- **Compliance**: Follow all SEBI and company guidelines while communicating with clients.
**Required Skills**:
- Strong communication and convincing skills
- Basic knowledge of stock market and financial products
- Goal-oriented and self-motivated attitude
- Good command over Hindi and English (regional languages are a plus)
- Ability to handle objections and convert interest into action
**Qualification**:
- Minimum: 12th Pass / Graduate
**Job Types**: Full-time, Permanent, Fresher
Pay: ₹15,000.00 - ₹18,000.00 per month
Work Location: In person
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