Finance Broker
7 days ago
_Proactively reach out to potential leads and convert them into active clients. _
- _Clearly explain the account opening process and assist clients in completing necessary documentation and KYC requirements. _
- _Guide clients through the process of registering on broker platforms (e.g., MT4/MT5). _
- _Follow up regularly to ensure clients fund their trading accounts. _
- _Coordinate with broker partners to resolve any onboarding issues or delays. _
- _Maintain accurate records of client progress in the CRM and provide daily or weekly updates to the team lead or manager. _
- _Educate clients on the basics of using the platform, accessing signals, and preparing for trading. _
- _Serve as the first point of contact for new clients to ensure a positive onboarding experience. RM and report daily/weekly updates to the team lead or manager._
**Job Types**: Full-time, Permanent
Pay: ₹20,000.00 - ₹30,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Health insurance
- Internet reimbursement
- Paid sick time
- Provident Fund
Schedule:
- Day shift
Supplemental Pay:
- Performance bonus
Application Question(s):
- Are you interested in or knowledgeable about financial markets?
**Education**:
- Bachelor's (preferred)
Work Location: In person
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