Demat Account Associate

5 days ago

Shastri Nagar Jabalpur Madhya Pradesh, India Mint Capital Full time ₹ 1,68,000 - ₹ 2,16,000 per year

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, ₹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

  • Demat Account Opening

    7 days ago

    Vijay Nagar, Indore, Madhya Pradesh, India Angel Broking Private Limited Full time

    Salary Range : Rs. 10000 - Rs. 25000, based on skills, experience, and interview performance Educational Requirement : 12th Pass /& above Female Only Work Arrangement : Work From Office Gender Preference : Female only Skills Requirement : No predefined skills necessary Experience Requirement : Fresher Location : New Palasia Working Hours : 9:15AM - 6:30 PM |...

  • Demat Account Executive

    1 day ago

    Vijay Nagar, Indore, Madhya Pradesh, India CapitalVia Global Research Limited Full time

    **Roles and Responsibilities** - Direct sales of Demat accounts and margin collection for equity, commodity and currency for **Sharekhan/Arihant Capital**: - Revenue generation through brokerage - To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients portfolios -...

  • Demat Account Executive

    1 week ago

    Vijay Nagar, Indore, Madhya Pradesh, India OneHash Technologies Full time ₹ 87,000 - ₹ 12,00,000 per year

    Roles and ResponsibilitiesDirect sales of Demat accounts and margin collection for equity, commodity and currency for Sharekhan/Arihant CapitalRevenue generation through brokerageTo research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients portfoliosResolving complaints...

  • Sales Demat Account

    1 week ago

    Indore, Indore, Madhya Pradesh, India CHOICE BROKING(franchisee) Full time

    cold calling and open demat accounts generate revenue Freshers with good communication are welcome work from office and full time job Share Market knowledge preferred **Job Types**: Full-time, Regular / Permanent, Fresher **Salary**: ₹10,000.00 - ₹20,000.00 per month **Benefits**: - Cell phone reimbursement - Paid time off Schedule: - Day...

  • Sales Executive

    2 weeks ago

    Indore, Madhya Pradesh, India CapitalVia Global Research Ltd Full time

    **Roles and Responsibilities** - New client acquisition for Trading and Demat account for Sharekhan - Revenue generation through brokerage. - Cross-selling of investment products like Mutual funds, SIPs, Loans, Health Insurance, Life insurance, PMS, and Advance brokerage products (as per clients needs) - Monitor and review team members' performance and help...

  • Demat Account Executive

    2 weeks ago

    Noida, Uttar Pradesh, India CapitalVia Global Research Limited Full time

    **Roles and Responsibilities** - Direct sales of Demat accounts and margin collection for equity, commodity and currency for **Sharekhan**: - Revenue generation through brokerage - To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients portfolios - Resolving...

  • Accounts Associate

    4 days ago

    madhya pradesh, India Sourcebae Full time

    Job Opening: Accounts Associate | SourceBae📍 Location: Indore (Full-Time, On-site) 🕓 Experience: 2 Years (in Accounting / Finance Operations) 📧 Apply at: swarna@sourcebae.comAbout SourceBae:SourceBae is a fast-growing tech staffing platform that connects global companies with top remote developers. Our mission is to simplify hiring through a perfect...

  • Client Acquisition Executive

    1 week ago

    Indore, Madhya Pradesh, India Stockology Securities Pvt Ltd Full time

    convince the client via call for Demat Account process Meet monthly target of Demate, FTD & Revenue Pay: ₹15,000.00 - ₹25,000.00 per month **Benefits**: - Health insurance - Paid sick time - Provident Fund **Experience**: - Share Market: 1 year (preferred) Work Location: In person

  • Sales Representative Demat Acount Activation

    3 days ago

    Noida Sector 62, Noida, Uttar Pradesh, India Sense Sharemarket Full time

    **Company**: Sense Sharemarket **Location**: Noida (1 day office reporting per week) **Mode**: Hybrid (Work from Home + Weekly Office Visit) **Job Type**: Full-time / Part-time / Freelance **Salary**: Performance based + Fixed after 2nd month+ Attractive Incentives (Performance Based) We are hiring **dynamic and target-oriented Telecallers** for **Demat...

  • Associate, Accounting

    1 week ago

    Madhya Pradesh, India Room to Read Full time

    Position Overview: The Associate, Accounting position will assist and report to the State Manager. The Primary responsibilities include assisting in maintaining all aspects of the organization’s finances and accounts. The position will have regular interactions with all staff. This position is based in Bhopal, Madhya Pradesh. Roles & Responsibilities: -...