The Demat Account Executive will be responsible for acquiring new clients, assisting them with Demat &

- Trading account opening, completing the activation process, and providing basic onboarding support. The role requires strong communication skills, follow-up ability, and a target-oriented approach. ? Key Roles &

Responsibilities 1.

Client Acquisition

Identify and approach potential clients through calls, WhatsApp, referrals, social media, and other channels. Explain the perks and features of opening a Demat &

- Trading account. Generate new leads and convert them into successfully opened accounts. 2.

Account Opening

Guide clients through the complete Demat &

- Trading account opening process. Assist clients with KYC, PAN, Aadhaar, bank details, and other required documentation. Coordinate with the operations/support team to resolve account-opening issues. 3.

Account Activation

Follow up with newly opened clients to complete the required account activation steps. Ensure clients complete the necessary onboarding requirements. Maintain accurate records of opened and activated accounts.

- Follow-Up &
- Client Support Regularly follow up with leads and pending applications. Assist clients with basic onboarding-related queries. Coordinate with the relevant team for technical or account-related issues.
- Sales &
- Target Achievement Achieve assigned daily/weekly/monthly account-opening and activation targets. Maintain a healthy lead-to-account conversion ratio.



Focus on both quantity and quality of client acquisition. 6.

Reporting Maintain daily records of: Leads generated Accounts opened Accounts activated Pending applications Follow-ups Submit regular performance reports to the reporting manager. ? Required Skills Excellent communication and convincing skills Hindi/English communication preferred Basic knowledge of the stock market and Demat accounts Good follow-up and relationship-management skills Target-oriented mindset Basic knowledge of WhatsApp, Excel/Google Sheets and CRM Ability to work independently and as part of a team ? Eligibility 12th Pass / Graduate preferred Freshers can apply Experience in telecalling, banking, financial services, insurance, stock market, or sales will be an advantage. Candidates with strong communication and sales skills are welcome. ? Performance Parameters The executive can be evaluated on: Leads → Applications → Accounts Opened → Accounts Activated → Conversion Rate Quality of onboarding and compliance with the required process should also be considered. ? Incentive Structure You can keep the compensation section separate from the JD: Fixed Salary + Performance Incentives Example: Monthly Accounts Incentive / Account 1–75 ₹200 76–100 ₹250 101–125 ₹300 Activation Incentive: ₹50 per successfully activated account.

Additional Incentive: ₹2,000 bonus on achieving 50+ accounts with 100% activation, subject to company terms.

📌 Demat Account Executive (Pune)
🏢 Sushil Kumar Kamboj
📍 Pune