Finnovationz is one of India's fastest-growing financial education platforms, trusted by over 2.6 million You Tube subscribers. We provide courses, mentorship, and financial education to make India financially aware and empower individuals to build long-term wealth. Our mission is to simplify finance and create a strong investor community through education and guided onboarding.
Role Overview
We are hiring enthusiastic and confident individuals for our Client Engagement & Demat Onboarding team. The role mainly focuses on assisting clients in Demat account opening and activation, while also guiding them toward suitable financial learning programs and investment awareness.
Based on skills and performance, candidates may be allocated to:
Business Development (Course Sales / Counseling) Demat Account Executive (Primary focus) Client Onboarding Specialist Key Responsibilities
Call potential clients and explain the Demat account opening process Assist clients with KYC and documentation Ensure smooth account activation with DP/Broker coordination Follow up until account is successfully opened Maintain accurate CRM updates 2. Client Engagement & Communication
Handle inbound/outbound client queries professionally Maintain regular follow-ups and reduce drop-offs Provide a smooth and positive onboarding experience Build trust and long-term client relationships 3. Financial Guidance & Education Support
Explain basic benefits of long-term investing Guide clients on starting their investment journey Promote Finnovationz financial education programs when required Essential Skills
Excellent communication skills (Hindi required, Marathi/English preferred) Confident in calling and client interaction Basic understanding of finance or willingness to learn quickly Target-oriented and positive attitude Comfortable working in a quick-paced environment Preferred Skills
Experience in Demat account opening /