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 1 3. Long-Term Investing Guidance

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

Required Skills & Qualifications
● Excellent communication skills (Hindi + Marathi fluent)
● Confident with calling, follow-ups, and client handling
● Professional, customer-first attitude




● Basic understanding of finance and investing Strong willingness to learn and grow in sales and business development Additional Preferred Skills (Good to Have)

Additional Preferred Skills (Good to Have)
● Basic knowledge of financial markets and investment products
● Interest in finance, investing, and financial education
● Familiarity with CRM tools and MS Excel
● Valuable interpersonal and presentation skills
● Willingness to learn new products and sales processes What You Get

What You Get
● Competitive salary
● Performance-based incentives
● Clear growth path: Senior Executive → Team Lead → Manager
● Hands-on experience in sales, business development, and financial education
● Opportunity to learn, grow, and build a rewarding career with Finnovationz 2 Why Join Finnovationz?

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 le

📌 Business Development Associate (Malkapur)
🏢 FinnovationZ
📍 Malkapur