Sales Officer

Roles & Responsibilities:

• Acquire new customers for Demat and Trading accounts.
• Generate leads through field visits, references, and branch activities.
• Assist customers with account opening documentation and KYC formalities.
• Achieve monthly sales and revenue targets assigned by the management.
• Maintain relationships with existing customers and provide service support.
• Coordinate with branch staff and operations team for smooth processing.
• Conduct client meetings and explain investment products and trading platforms.
• Ensure compliance with company policies and regulatory guidelines.