Generate brokerage by helping clients open demat accounts and trade. Meet monthly targets, such as opening a specified number of demat accounts.

Explain the benefits of trading, guide clients through the trading process, and address any queries they may have.

Maintain and nurture client relationships to ensure satisfaction and encourage active trading.

Stay updated on the latest investment products and market trends to provide informed advice to clients.

Ensure all client documentation is accurately completed and compliant with regulatory standards.

Maintain detailed records of client interactions and account status updates, ensuring data accuracy in CRM and KYC systems.