16 hours ago

Business Development Associate at Revolve Fintech solution

Revolve Fintech solution

Banking, Financial Services & Insurance

Full Time

₹ 0 - 3 Lakhs

Gandhi Nagar, Berhampur, Odisha, India

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Job Description

Lead Generation & Calling
- Make outbound calls to prospective customers from allocated leads.
- Generate new leads through references, calling, and other sales activities.
- Understand customer requirements and identify potential investors/traders.
Demat & Trading Account Acquisition
- Explain the process and benefits of opening a Demat and Trading account.
- Assist customers with the account-opening process and required KYC documentation.
- Follow up with customers until the account is successfully activated.
Product & Service Sales
- Explain products and services such as:
  - Equity
  - Futures & Options (F&O)
  - Mutual Funds
  - IPOs
  - Insurance/other applicable financial products
  - Investment and trading platforms
- Explain brokerage plans and other applicable charges accurately.
Sales Target Achievement
- Achieve daily, weekly, and monthly sales targets.
- Maintain regular follow-ups with leads and convert prospects into customers.
- Track conversion ratios and improve sales performance.
Client Relationship Management
- Maintain regular communication with clients.
- Resolve basic customer queries or coordinate with the relevant department.
- Generate referrals and increase business from existing clients.
Compliance & Documentation
- Follow company policies, KYC requirements, and applicable SEBI/exchange regulations.
- Provide customers with accurate information and avoid making unauthorised promises or guaranteed-return claims.
- Maintain proper records of calls, leads, follow-ups, and conversions.

Skills

Banking, Financial Services & Insurance

About Revolve Fintech solution

Revolve Finteh solution is a part of the trusted Indian Financial conglomerate Anand Rathi Group. We specialize in offering tailor-made financial solutions to Investors from all walks of life and life stages. Our wide offerings include investment and trading across various Asset classes including Equity, Commodity, Currency, PMS, Structured Products, Corporate FDs, Government Bonds, and a lot more. These products are delivered through our various channels curated with a clear understanding of your requirements. Our Privilege, Preferred, and PCG channels cater to High-net-worth individuals, while our Digitally Assisted and Physically Assisted channels cater to retail investors.

Location

Berhampur, Odisha, India

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