Demat Account Associate - DAA

Job Description:

We are seeking a motivated and customer-oriented individual to join our team as a Demat Account Associate. In this role, you will be responsible for assisting clients with opening and managing their demat accounts, providing guidance on investment options, and ensuring compliance with regulatory requirements.

Responsibilities:

1. Assist clients in opening demat accounts and completing necessary documentation.

2. Educate clients on the benefits and features of demat accounts, as well as investment opportunities available through the platform.

3. Provide personalized assistance and support to clients regarding account queries, transactions, and account maintenance.

4. Collaborate with the sales team to identify opportunities for upselling or cross-selling additional financial products or services.

5. Stay updated on market trends, regulatory changes, and new products to effectively address client inquiries and concerns.

6. Ensure compliance with all regulatory guidelines and internal policies related to demat account operations.

7. Maintain accurate records of client interactions, transactions, and account details in the company database.

8. Assist in resolving any issues or discrepancies related to demat account operations in a timely and professional manner.

9. Participate in training sessions and workshops to enhance product knowledge and customer service skills.

10. Collaborate with other departments, such as compliance and operations, to streamline processes and improve overall customer experience.

Requirements:

- Bachelor's degree in finance, business administration, or a related field.

- Previous experience in a customer service or sales role, preferably in the financial services industry.

- Knowledge of demat account operations, securities market, and investment products.

- Strong communication and interpersonal skills, with the ability to build rapport with clients.

- Excellent problem-solving abilities and attention to detail.

- Ability to multitask and prioritize tasks in a fast-paced environment.

- Proficiency in computer applications and basic knowledge of MS Office suite.

- Relevant certifications or licenses (e.g., NISM certification) would be an advantage.

Join our dynamic team and embark on a rewarding career in the financial services industry! If you possess the required skills and qualifications, we invite you to apply for the Demat Account Associate position with Mint Capital.

Job Type: Full-time

Pay: ₹168,000.00 - ₹216,000.00 per year

Benefits:

• Paid sick time
• Paid time off

Education:

• Bachelor's (Required)

Experience:

• Demat Sales: 1 year (Required)
• Stock Market: 1 year (Required)
• total work: 2 years (Required)

Work Location: In person