About the Role

Finnovationz is hiring experienced Demat Account Executives who can efficiently open and activate Demat accounts for clients, while providing a smooth and professional onboarding experience.

This role is crucial for scaling our investor community and empowering long-term investors to start their wealth creation journey with confidence. We are looking for candidates who have a strong understanding of Demat account processes and can handle calls, documentation, and client coordination professionally.

Key Responsibilities

1. Demat Account Opening & Activation

- Call potential clients and explain the Demat account opening process
- Assist clients in completing KYC and documentation
- Ensure accurate submission of forms and documents
- Follow up until the Demat account is successfully activated
- Coordinate with internal teams and the DP/broker for smooth onboarding

2. Client Communication & Follow-up

- Maintain a professional and friendly communication style
- Address client queries and concerns patiently
- Ensure timely follow-ups to reduce drop-offs
- Track progress and update the CRM regularly

3. Long-Term Investing Guidance

- Explain the benefits of long-term investing
- Help clients understand the purpose and usage of Demat accounts
- Encourage clients to start their long-term wealth-building journey

Required Skills & Qualifications





- 23 years of experience in Demat account opening and activation
- Strong knowledge of Demat account processes and KYC
- Excellent communication skills (Hindi + Marathi fluent)
- Confident with calling, follow-ups, and client handling
- Professional, customer-first attitude
- Basic understanding of finance and investing

Additional Preferred Skills (Valuable to Have)

- Experience working with DP / Broker / Registrar
- Exposure to investment platforms and long-term investing
- Familiarity with CRM tools and Excel

What You Get

- Competitive salary: 25,000 35,000 per month
- Performance-based incentives
- Growth path: Senior Executive Team Lead Manager
- Work in a high-energy finance education environment
- Opportunity to grow with a fast-growing brand

Why Join Finnovationz?

- Be part of a fast-growing finance education platform focused on long-term investing.
- Work with a high-energy team and strong leadership support.
- Get hands-on experience in investor onboarding and client communication.
- Play a key role in helping people start their long-term wealth creation journey.
- Build a strong career path with growth opportunities into Senior Executive Team Lead Manager.

Location

Our lavish 5.5 Acres campus in Malkapur with sports facility and greenery (near Akola/Jalgaon)

How to Apply
Send your resume to [email protected]
or WhatsApp on ----------

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