Client Acquisition - Internship
Pocketful By PACE Stock Broking
Selected intern's day-to-day responsibilities include:
1\. Acquire customers for Demat and Trading Account and generate revenue
through brokerage.
2\. Manage relationships of an existing portfolio of clients to up-sell and
cross-sell different products such as mutual funds
3\. 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
4.Conduct regular Client Meetings & update the same in the meeting tracker
5.Be active in scouting leads, converting them into meetings to onboarding and
finally converting them to sales.
6.Track customer complaints/queries and turnaround times for customer
satisfaction.
Required Skills
About Pocketful By PACE Stock Broking
Founded by IIM-Ahmedabad, Yale SOM, and Columbia alumni, Pocketful is a new- age fintech broking platform, aimed at making financial markets accessible for all. We're constantly innovating and working on a disruptive platform. The team is highly skilled, young, and extremely hungry and we're looking for folks who fit this persona. We're backed by one of India's leading stock brokers - Pace Stock Broking Services. About Pace (www.pacefin.in) - Started in 1995, by first-generation entrepreneurs from IIMA & FMS Delhi, PACE has become a premier boutique financial conglomerate over the last 30 years. We provide a wide range of services in financial markets that cater to different investment needs of our customers. Headquartered in New Delhi, we have offices in 75 cities across India, and our customer base is spread over 34 countries. We have also been consistently nominated as one of the best Investment Advisors in India by ICRA & CNBC.
Job Summary
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Take the next step in your career journey. Join Pocketful By PACE Stock Broking and make an impact.