Jainam Broking Limited
* 1 hour ago
Location
Gift City
Department
Acquisition - JBL
Employment Type
Full-time
Applications Received
0
Closes On
1 Oct, 2025
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.