Nuzhat Shaikh Email and Phone Number

Utilised Lead Square CRM for effective lead generation of Demat account sales.Knowledge of financial products, particularly Demat accounts and stock market operations.Initiating and conducting outbound calls to potential clients to promote Demat & Trading account and associated financial products.Introducing clients to the share market update and providing assistance to start their investment journey.Establish and achieved the targets and kpi with the guidance of team leader.Deliver individual and team target with production and qualityEnsuring compliance with regulatory requirements and company policies

Building and maintaining strong relationships with customers to understand their investment needsPromoting the benefits of Demat accounts and providing education on the process of account openingProviding personalized assistance to customers in completing the Demat account opening processCollaborating with the sales team to develop effective sales strategies and initiatives.Keeping abreast of industry developments and competitor activitiesProviding feedback to the management on customer requirements and market trends