Pre Sales Executive

Job Description

Role Overview:

Bigul, a prominent fintech division of Bonanza Portfolio Limited with 28 years of experience in the stock broking industry, is seeking enthusiastic Digital Onboarding Experts. This role focuses on engaging leads generated through digital marketing, guiding them through the registration process, and explaining our product features and services to ensure successful account openings. We offer an attractive incentive policy and additional benefits like snack coupons.

Key Responsibilities:

• Lead Engagement: Proactively contact leads generated through digital marketing campaigns to introduce Bigul’s discount stock broking services.

• Client Guidance: Assist potential clients 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 opening new accounts 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.
  • Experience

    0 - 1 Years

  • No. of Openings

    10

  • Education

    Professional Degree

  • Role

    Pre Sales Executive

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Bigul by Bonanza Portfolio

Bonanza Portfolio Limited acts in the capacity of distributor for Products such as OFS, Mutual Funds and NCD etc. Mutual Fund Investments are subject to market risks and all disputes with respect to the distribution activity, would not have access to Exchange investor redressal forum or Arbitration mechanism. Please read all scheme related documents carefully before investing. Investment in the securities involves risks, investor should consult his own advisors to determine the merits and risks of investment. KYC is a one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. If you are subscribing to an IPO, there is no need to issue a cheque. Please write the Bank account number and sign the IPO application form to authorise your bank to make payment in case of allotment. In case of non-allotment, the funds will remain in your bank account. As a business we do not give stock tips, and have not authorized anyone to trade on behalf of others. *Investments in the securities market are subject to market risks; read all the related documents carefully before investing. Bonanza is also carrying account trades in its proprietary A/c in addition to cliental trades.
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