Jainam Broking Limited
4 hours ago
Location
Gift City
Department
Call Center - JBL
Employment Type
Full-time
Applications Received
0
Closes On
10 Nov, ****
Key Responsibilities
Lead Management & Conversion:
Engage with prospective clients from online leads via outbound calling.
Understand client needs and guide them through account opening processes (trading and demat).
Ensure proper documentation and compliance while onboarding new clients.
Client Relationship Management:
Build long-term trust with clients by offering continuous support, timely updates, and personalized investment suggestions.
Address client queries related to trading platforms, investments, and transactions.
Investment Product Knowledge:
Demonstrate deep understanding of equity, mutual funds, and other investment instruments.
Explain risk profiles, product features, and benefits to clients in simple, understandable terms.
Client Servicing & Compliance:
Ensure daily call targets and a minimum of 3 hours of talk time.
Comply with all internal company policies and SEBI regulations.
Maintain accurate records of client conversations and feedback using CRM systems.
Upselling & Cross-Selling (Target Driven):
Identify opportunities to offer additional products like SIPs, insurance, or portfolio management services.
Achieve monthly sales and conversion targets as defined by the organization.
Reporting & Feedback:
Provide daily reports on leads status, client follow-ups, and conversion ratio.
Share market feedback to help enhance product offerings and services.
Key Skills Required
Excellent communication and convincing skills (both verbal and written).
Strong understanding of the stock market, trading tools, and client servicing.
Ability to manage sales pressure and target-based performance.
Good knowledge of trading apps, brokerage platforms, and KYC procedures.
Basic proficiency in MS Excel, CRM, and reporting tools.