Opportunity brief
Responsibilities:
- Identify and generate potential leads through provided data and market research
- Assist in client acquisition for financial products such as:
- Follow up with prospective clients via calls, WhatsApp, and emails
- Assist Relationship Managers and Advisors in day-to-day client servicing
- Track and maintain client and lead data in CRM or Excel
- Conduct basic market research and competitor analysis
- Help prepare investment-related reports, presentations, and documentation
- Ensure compliance with internal processes and SEBI guidelines
Requirements:
- Basic understanding of stock markets and financial products
- Good communication skills (English & Hindi; regional language is a plus)
- Comfortable with calling and interacting with clients
- Basic knowledge of MS Excel and Google Sheets
- Willingness to learn and work in a target-driven environment