Associate - Sales, Branch Business

Pocketful; Delhi; On-site; INR 350,000 - 450,000; Full time

Job summary

Pocketful Fintech Capital Private Limited, based in New Delhi, is seeking a proactive sales professional to acquire customers for Demat and Trading Accounts and generate revenue through brokerage. You will manage an existing client portfolio for up-sell and cross-sell of mutual funds and other products, build new relationships through referrals and self-generated leads, and conduct regular client meetings.

The role requires meeting 2–3 new prospects daily and driving onboarding and sales while

Qualifications

• 2–3 meetings daily with new prospects.
• Direct sales experience is an added advantage.
• Ability to understand prospects and pitch trading products.

Responsibilities

• Acquire customers for Demat and Trading Account and generate revenue through brokerage.
• Manage relationships of existing clients to up-sell and cross-sell products such as mutual funds.
• Acquire new customers through referrals and self-generated leads for future cross-sell.
• Conduct regular client meetings and update the meeting tracker.
• Be active in scouting leads, convert to meetings, onboarding and sales.
• Track customer queries and complaints and ensure timely resolution.

Skills

Sales

Lead generation

Client relationship management

Job description

• Acquire customers for Demat and Trading Account and generate revenue through brokerage.
• Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products such as mutual funds
• Acquire new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell
• Conduct regular Client Meetings & update the same in the meeting tracker
• Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.
• Track customer complaints/queries and turnaround times for customer satisfaction.

RequirementsandSkills

• Positive attitude for doing 2-3 meetings each day, for meeting new people and someone who enjoys doing sales
• Experience in direct sales will be an added advantage
• Ability to understand requirements of prospects and decent aptitude to understand and pitch property solutions to prospects

Pocketful is an advanced trading platform that empowers traders with cutting-edge technology. We provide innovative tools and resources to make trading more accessible and practical.

Pocketful Fintech Capital Private Limited (CIN U65999DL2021PTC390548):

The SEBI Registration No. allotted to us is INZ000313732.

NSE Member Code: 90326| BSE Member Code: 6808| MCX Member Code: 57120

DP CDSL: 12099800

Compliance Officer : Mr. Randhir Kumar Chaudhari

Tel no: 011- 49022222 / 011-49022277

Email: [e-mail]

Registered Address/Correspondence Address: C- 3, Ground Floor, Okhla Industrial Area, Phase - 1, New Delhi - 110020

For any complaints, drop us an email [e-mail]

Procedure to file a complaint on SEBI SCORES : Register on SCORES portal. Mandatory details for filing complaints on SEBI SCORES: Name, PAN, Address, Mobile Number, E-mail ID.

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The brand name Pocketful and logo is in process of trademarks registration. The cost-effective brokerage plans make Pocketful a trustworthy and reliable online stock broker. Available on both the web and mobile, it offers unmatched convenience to traders. If you are considering opening......

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