- 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

- 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

- 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

● Positive 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

● Prospect 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 robust 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)

📌 Business Development Associate (Malkapur)
🏢 FinnovationZ
📍 Malkapur