Key Responsibilities:

1. Create engaging social media content to promote the company’s financial products and services.
2. Generate qualified leads for Demat and Trading Accounts through digital marketing and outreach activities.
3. Identify potential customers and maintain a healthy lead pipeline.
4. Make outbound calls to understand customer requirements and share accurate product information.
5. Conduct online meetings to explain the company’s products and services clearly.
6. Follow up with prospective customers and support them through the initial onboarding process.
7. Maintain records of leads, calls, follow-ups, meetings, and conversions.