JAYASHREE S

• Managed sales pipeline efficiently, ensuring consistent flow of business and meeting of sales objectives.

Facilitated opening of demat accounts, streamlining investment processes.
Executed KYC verification to ensure compliance with regulatory standards.
Managed account reactivation requests to boost customer retention.
Provided RMS intimation to keep clients updated on market changes.

Established processes for acquiring and activating demat accounts, enhancing user experience.

• Facilitated client appointments for demat and trading accounts through efficient coordination.
• Executed client follow-ups to streamline demat account sourcing