New client acquisition for Broking and Demat Accounts
* Cross selling of Insurance, Mutual Funds, NPS, GoldRush, FD/NCD/Bonds.
Generate and close cross selling opportunities for selling third party products viz.
insurance (Life, Health and General), MF, FD / NCD/ Bonds from existing clients of StockHolding.
BDO should also generate cross selling opportunities from new clients acquired.
* Achieve sales target set by the management
Generate sales opportunities from open market as well as existing clients for wide range
of investment / protection / retirement solutions from StockHolding. Close the leads by working
in close coordination with Team Leader / Branch Manager / Branch Sales Officer.