Telesales Executive

Job Title: Tele-Sales Executive – Demat Account AcquisitionCompany: Aditya Trading Solution

Job Location: Mahadevapura, Bengaluru

Department: Sales / Business Development

Experience: 0–3 years in Tele-sales, Banking, Financial Services, Stock Market, or Demat Account Sales preferred.

Job RoleWe are looking for energetic and target-oriented Tele-Sales Executives to generate leads, interact with prospective customers, and convert them into new Demat & Trading account holders.

The primary responsibility will be to make outbound calls, explain our trading and investment services, assist customers with the online account-opening process, and ensure the account is activated with the required minimum margin/funding.

• Key ResponsibilitiesMake minimum 200 outbound calls per day to prospective customers.
• Explain the benefits and features of Demat & Trading Accounts.
• Generate customer interest through effective telephone communication.
• Target a minimum 5% daily conversion rate from the assigned calling database.
• Assist interested customers with the online Demat account opening/KYC process.
• Follow up with leads who have shown interest but have not completed their account opening.
• Ensure newly opened accounts are activated and funded with the applicable minimum margin amount, in accordance with company requirements.
• Maintain accurate daily records of calls, leads, follow-ups, conversions, and account activations.
• Achieve daily, weekly, and monthly sales targets.
• Coordinate with the operations/KYC team to resolve customer queries and complete pending documentation.
• Build and maintain a strong relationship with customers through regular follow-ups.
• Adhere to company policies and applicable regulatory requirements while communicating with customers.