Account Opening Executive
100% flexibility to balance work & life
Collaborative & growth-driven environment
Join our dynamic team as an Account Opening Executive where you’ll play a crucial role in acquiring new clients for Trading/Demat accounts for our principal broker, Kotak Securities Ltd. This position offers the ultimate flexibility of working from home, making it convenient for you to excel in your role and scale your career.
Key Responsibilities
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Client Acquisition: Acquire new clients for Trading/Demat accounts through various channels including open market sources and assigned leads.
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Networking & Sourcing: Utilize networking and self-sourcing techniques to identify and convert potential clients.
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Lead Management: Regularly prospect for new leads and ensure timely conversion into clients.
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Client Onboarding: Provide personalized support to clients including demo sessions to kickstart their trading activities post-account opening.
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Customer Excellence: Uphold a customer-first approach, ensuring excellent service delivery.
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Market Awareness: Stay updated with market trends and product knowledge to better assist clients.