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Freelance sales WFH
angel on e
New Delhi, Delhi, India1h agovia LinkedIn
About the Role
We are looking for a motivated and result-oriented Business Development Executive to generate leads, acquire new clients, and assist customers in opening Demat and Trading Accounts. The candidate will educate prospective clients about account-opening procedures, KYC requirements, and available financial services.
Key Responsibilities
- Generate leads through social media, networking, referrals, field visits, and other marketing channels.
- Contact potential customers and explain the benefits of opening a Demat and Trading Account.
- Assist customers with online account opening and complete KYC documentation.
- Follow up with prospective clients to convert leads into successful account openings.
- Build and maintain strong relationships with clients.
- Provide basic guidance on investment products, trading platforms, and account-related services.
- Achieve monthly account-opening and business development targets.
- Ensure customer information and KYC documents are handled securely and in accordance with applicable requirements.
Requirements & Tech Stack
- Social media
- Networking
- Referrals
- Field visits
- Online account opening
- KYC documentation
- Investment products
- Trading platforms