Client Activation & Investment Advisor (IIFL Franchisee)

Location: Ahmedabad

Company: IIFL Franchise Partner

About the Role

We are looking for a highly motivated individual who can activate existing demat clients and generate business through investment advisory and trading support.

We have 3000+ inactive clients who have already opened demat accounts—your role is to engage, guide, and convert them into active investors/traders.

Key Responsibilities

• Call and engage with existing IIFL demat account holders

• Activate inactive clients and encourage trading/investment

• Guide clients on stock market basics, SIPs, and investment opportunities

• Generate brokerage and investment business

• Maintain regular follow-ups via calls and WhatsApp

• Build long-term client relationships

• Achieve daily/weekly/monthly targets

Requirements

• Good communication skills (Hindi, Gujarati, English required)

• Comfortable with calling 50–80 clients daily

• Basic knowledge of stock market / mutual funds

• Sales mindset with target-driven approach

• Confidence and ability to handle client objections

• Freshers with strong communication OR candidates with 1–3 years experience in sales/broking preferred

Preferred Profile

• Experience in stock broking / sub-broker / RM role

• NISM certification (preferred but not mandatory)

• Strong interest in financial markets

Salary & Incentives

• Fixed Salary: ₹15,000 – ₹20,000 per month (based on profile)

• Attractive Incentives:

• Client activation bonus

• Brokerage-based incentives

• SIP/investment targets

Why Join Us

• Work with a strong base of clients

• High earning potential through incentives

• Direct exposure to financial markets

• Fast career growth in wealth advisory

Interview Process

• Basic screening

• Practical test (client call / communication check)

• Final discussion

How to Apply

Send your resume on WhatsApp / Email: +91 7048007048 / [Confidential Information]

Note: Only apply if you are comfortable with calling & target-based role.