Business Development Associate

• 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
• Good 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
• Opportunity 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 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)