Demat Account Lead Generation

I run a brokerage campaign that thrives on fresh, well-qualified stock market leads and their smooth conversion into Demat account openings. From past sprints I’ve learned that WhatsApp bulk messaging consistently outperforms other channels, so that will be our primary outreach tool. I still want to keep personalized outbound calls and targeted email follow-ups in the mix because they help nurture hesitant prospects—especially when the call script is tuned to each person’s needs and openly references their financial goals.

Your mission is to take the raw prospect data I supply, reach out across those three channels, guide interested contacts through KYC and onboarding, then keep nudging them until the account is fully activated. Every touchpoint must be tracked in a simple spreadsheet or lightweight CRM so I can see status, next steps and final outcome at a glance.

Key deliverables
• At least 300 new prospects contacted via WhatsApp broadcast, with message variations tested for click-through and reply rates
• Warm follow-up calls that reference the prospect’s stated goals (e.g., wealth creation, tax savings) rather than a generic pitch
• Email nudges timed to KYC milestones, sent from my provided template library
• A live lead tracker showing response dates, call notes and conversion stage
• Weekly summary highlighting successes, bottlenecks and ideas to lift conversions further

I will provide messaging templates, onboarding links and access to the brokerage portal. You bring persuasive communication skills, basic Excel or Google Sheets chops, and the discipline to keep every lead moving forward. If you’ve driven Demat or similar financial product conversions before, let’s talk and get this funnel humming.