Demat Opening Executive

Bonanza Portfolio; Indore District; On-site; INR 450,000 - 600,000; Full time

Job summary

Bonanza Portfolio is seeking a Digital Onboarding Expert to guide clients through the digital account opening process, ensure regulatory compliance, and resolve onboarding issues, with a strong focus on KYC/AML regulations. The role requires excellent customer service, attention to detail, and proficiency with CRM systems.

Key duties include proactive lead engagement, guiding potential franchisees through registration, presenting services, and driving target-oriented performance.

Qualifications

• Graduate or postgraduate degree required.
• Excellent verbal communication skills.
• Strong persuasive abilities to convert leads into registrations.
• Results-driven with ability to meet monthly targets.
• Tech-savvy with CRM systems and sales software.
• Experience in tele sales is an advantage but not mandatory.

Responsibilities

• Lead engagement: proactively contact leads generated through digital campaigns to introduce the company's services.
• Client guidance: assist potential franchisees and authorized persons through the registration process.
• Product presentation: clearly explain features, benefits, and services to convince leads of value.
• Target achievement: strive to meet and exceed monthly targets for registrations by converting leads.
• Follow-up: conduct timely follow-ups with leads needing information or time to decide.
• Feedback collection: gather feedback to improve the registration process and customer satisfaction.

Skills

Communication skills

Persuasion skills

Goal-oriented

Tech-savvy

Tele sales experience

Education

Graduate

Post Graduate

Tools

CRM systems

Job description

Role & Responsibilities

Digital Onboarding Expert are responsible for guiding clients through the digital account opening process, ensuring regulatory compliance, and resolving any issues that arise during onboarding. This role requires strong customer service skills, attention to detail, and familiarity with KYC and AML regulations. The position is vital in enabling the firm to acquire new clients efficiently and maintain a positive client experience

Lead Engagement: Proactively contact leads generated through digital marketing campaigns to introduce Biguls discount stock broking services.

• Client Guidance: Assist potential Franchisees and Authorized Persons through the registration process, ensuring they understand each step and feel confident in completing their registration.
• Product Presentation: Clearly explain the features, benefits, and services offered by Bigul to convince leads of our value proposition

Target Achievement: Strive to meet and exceed monthly targets for registering new Franchisees and Authorized Persons by effectively converting leads into registered clients.

• Follow-Up: Conduct timely follow-ups with leads needing additional information or time to make a decision.
• Feedback Collection: Gather feedback from potential clients to enhance the registration process and improve customer satisfaction.

Preferred candidate profile

Required Skills & Qualification:

Education: Graduate/Post Graduate in any stream.

Communication Skills: Excellent verbal communication skills

Persuasion Skills: Strong persuasive abilities to effectively convince potential clients to complete the registration process.

Goal-Oriented: Results-driven with a focus on achieving and surpassing set targets.

Tech-Savvy: Comfortable using CRM systems and other sales-related software.

Experience: Previous experience in tele sales or a similar role is an added advantage but not mandatory