FinnovationZ
Website:
finnovationz.com
Job details:
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
- 2–3 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 (Good 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 – 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)
Click on Apply to know more.