1. INTERNS:

Learning & Knowledge Development:

  • Attend all induction and product training sessions on equity, Demat, trading platforms, insurance, and company services.
  • Understand daily processes: lead handling, client on boarding, CRM usage, documentation, etc.
  • Improve communication, sales pitch, objection handling, and professional etiquette over the internship period.

Lead Generation & Prospecting (Applicable for Sales/BD Interns):

  • Make calls to prospective clients under supervision.
  • Generate qualified leads and share them with senior team members.
  • Assist in identifying potential customers from databases, referrals, and social media.
  • Achieve basic weekly lead targets assigned by the manager.

Client Interaction Support

  • Assist Relationship Managers/BDEs in following up with clients.
  • Support in explaining basic product information (after training).
  • Assist clients with filling forms, KYC documents, and on boarding queries.

Digital & Marketing Support (Applicable for Digital Marketing/Marketing Interns):

  • Support in creating content ideas, captions, and basic creative.
  • Help in posting or scheduling content on social media platforms.
  • Assist in running small campaigns, collecting insights, and measuring engagement.
  • Conduct basic competitor analysis and suggest improvement ideas.

Data, Reporting & Documentation

  • Maintain daily call logs, lead sheets, and follow-up records.
  • Prepare EOD (End of Day) reports and submit to your mentor/manager.
  • Assist in maintaining documents, KYC files, and customer data entries in CRM.
  • Compile weekly summary reports for management review.

Operational Support

  • Help seniors with routine branch activities, customer walk-ins, and operational queries.
  • Assist in events, promotional activities, or client-awareness programs conducted by the company.

Professional Discipline

  • Maintain punctuality, attendance, and proper work ethics.
  • Follow office dress code, communication guidelines, and behaviour standards.
  • Maintain confidentiality of client information and company data.

Target Contribution

  • Support the team in achieving revenue, acquisition, and activation goals.
  • Contribute 40–50% of base targets depending on the department.
  • Show consistent weekly improvement in performance and learning.

Team Collaboration

  • Work closely with your manager, senior colleagues, and team members.
  • Participate in brainstorming sessions and offer fresh ideas.
  • Maintain a positive, learning-oriented attitude throughout the internship.

Phone7907549768
Emailhr@primetradesolutions.in

2. RELATIONSHIP MANAGER/ EQUITY DEALER:

Educational Qualification:

  • Bachelor’s degree in Commerce / Finance / Business Administration / Economics (preferred)
  • MBA/PGDM in Finance is an added advantage

Professional Requirements:

  • Basic understanding of stock markets, equity, F&O, and trading platforms
  • NISM certifications (Series VIII, XA, XB) preferred but not compulsory
  • Strong communication and client-handling skills

Key Responsibility Area:

  • Business Targets : Achieve monthly revenue brokerage, Pre-IPO, and insurance.
  • Client Acquisition:  Generate new leads, open 10–15 accounts/month, and activate clients.
  • Client Servicing: Maintain strong relationships, guide clients on products, and ensure high satisfaction.
  • Cross-Selling: Promote Equity, F&O, IPOs, Pre-IPOs, MFs, and Health Insurance.
  • Compliance: Follow all SEBI & company rules, complete KYC and documentation accurately.
  • Reporting:  Update daily/weekly reports and CRM entries regularly.
  • Professional Discipline: Maintain punctuality, behaviour, dress code, and workplace etiquette.
  • Training & Knowledge: Attend mandatory trainings and upgrade market & product knowledge.
  • Teamwork: Contribute to branch targets and support team goals.

Phone7907549768
Emailhr@primetradesolutions.in

3.BUSINESS DEVELOPMENT EXECUTIVE:

Educational Qualification:

  • Minimum Graduate in any stream
  • MBA (Marketing/Finance) preferred but not mandatory

Professional Requirements:

  • Basic sales knowledge
  • Good communication and convincing skills.
  • Fresher’s can apply

Key Responsibility Area:

  • Lead Generation: Identify, generate, and qualify new leads through calls, referrals, and field activities.
  • Client Acquisition: Convert leads into account openings and meet monthly acquisition targets.
  • Revenue Support: Contribute to brokerage, Pre-IPO, and insurance sales targets.
  • Client Coordination: Assist clients with on boarding, KYC, and basic product guidance.
  • Reporting: Maintain daily lead, call, and conversion reports.
  • Discipline & Compliance: Follow company rules, KYC norms, and maintain professional behavior.

Phone7907549768
Emailhr@primetradesolutions.in

4.SENIOR BUSINESS DEVELOPMENT EXECUTIVE:

Educational Qualification:

  • Graduate in any discipline
  • MBA/PGDM preferred

Professional Requirements:

  • 1–2+ years of experience in sales (preferably BFSI)
  • Strong market understanding and lead conversion skills
  • Leadership/mentoring skills preferred

Key Responsibility Area:

  • Target Achievement: Achieve higher monthly revenue and acquisition targets compared to BDEs.
  • Lead Conversion Management: Handle high-value leads, ensure quality conversions, and maximize business output.
  • Client Relationship Handling: Manage small customer portfolios and ensure repeat business.
  • Training & Mentoring: Guide junior BDEs on sales techniques, lead handling, and product knowledge.
  • Cross-Selling: Actively push equity, F&O, Pre-IPO, and insurance products.
  • Market Development: Build strong local market presence through networking and strategic activities.
  • Compliance & Reporting: Maintain accurate reports and strictly follow compliance & documentation norms.

Phone7907549768
Emailhr@primetradesolutions.in

5.DIGITAL MARKETING EXECUTIVE:

Educational Qualification:

  • Graduation Marketing / Mass Communication / IT / Business / Media preferred but not mandatory but experience mandatory.

Professional Requirements:

  • Knowledge of Google Ads, Meta Ads, SEO, analytics tools
  • Basic graphic design or content creation skills
  • 6 months–1 year of experience preferred, but freshers with training can apply

Key Responsibility Area:

  • Lead Generation: Generate quality leads through digital campaigns (Google Ads, Meta Ads, SEO, etc.) and achieve monthly lead and conversion targets.
  • Social Media Management: Plan, create, and post content across all social media platforms and Increase engagement, followers, and reach.
  • Content & Creative Development:  Develop creative, write captions, and coordinate with design teams for campaigns.
  • SEO & Website Performance: Improve website ranking, traffic, and keyword performance and manage on-page and off-page SEO activities.
  • Campaign Execution & Optimization: Run paid ads, track performance, and optimize campaigns to reduce CPL & increase ROI.
  • Analytics & Reporting: Prepare weekly and monthly reports using Google Analytics, Ads Manager, and CRM and track KPIs like leads, conversions, reach, engagement, and cost efficiency.
  • Brand Building: Maintain consistent brand messaging across all digital channels and work on reputation management and online visibility.
  • Email & SMS Marketing: Execute targeted email/SMS campaigns for promotions and client engagement.
  • Market & Competitor Research:  Monitor competitor activity and suggest new digital strategies.
  • Professional Discipline: Maintain punctuality, creativity, task ownership, and adherence to timelines.

Phone7907549768
Emailhr@primetradesolutions.in

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