🧾 Job Summary : We are looking for a proactive and customer-focused Demat Account Executive to acquire clients and assist in opening Demat and trading accounts. The ideal candidate should have good communication skills, knowledge of financial products, and a willingness to work in a target-driven environment. 🎯 Key Responsibilities: Generate leads through cold calling, field visits, or referrals Guide customers through the Demat and Trading account opening process Collect and verify KYC documents and ensure accurate data entry Explain product features like stock broking, mutual funds, and SIPs Follow up with clients until account activation is completed Coordinate with back-office for account processing and compliance checks Maintain client records and submit daily reports to the manager Achieve assigned monthly sales/account opening targets Educate clients on using mobile trading apps and portals 🎓 Eligibility & Skills: 12th Pass or Graduate (B.Com/BBA preferred) Minimum 6 months – 2 years of experience in sales/financial services (preferred) Freshers with good communication and interest in finance can apply Strong interpersonal and client-handling skills Basic understanding of the stock market, Demat & trading accounts Proficiency in MS Excel, mobile apps, and online KYC

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Demat Account Executive

Vijay Nagar, Indore

Experience: Not specified

INR 1 - 4 Lacs

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Demat Account Executive