Demat Executive

Job Summary

We are looking for an energetic and target-oriented Demat Sales Executive to acquire new customers and promote Alankit's Demat & Trading account, investment and financial-market services.

The candidate will be responsible for lead generation, customer acquisition, explaining Demat/Trading products, completing the account-opening process and maintaining customer relationships.

Key Responsibilities

• Generate leads for Demat & Trading account opening through field visits, references, telecalling, digital leads and local networking.
• Approach prospective customers and explain Alankit's Demat and trading services.
• Convert leads into active Demat/Trading clients.
• Assist customers with account-opening documentation, KYC and onboarding.
• Explain basic products/services including equity, mutual funds, commodities and other investment options.
• Follow up with prospective and existing customers to increase activation and trading activity.
• Achieve monthly account-opening, activation and revenue targets.
• Maintain regular follow-up and update customer/lead information in CRM or MIS.
• Build long-term relationships with customers and generate referrals.
• Coordinate with operations, compliance and branch teams for smooth account opening.
• Ensure sales activities are conducted in accordance with applicable company and regulatory requirements.

Candidate Profile

• Graduate in any discipline; B.Com/BBA/MBA/Finance preferred.
• 03 years of experience in Demat sales, stock broking, banking, financial services or BFSI sales.
• Freshers with strong communication and sales ability may also be considered.
• Good knowledge of basic stock-market and Demat concepts.
• Strong communication, convincing and negotiation skills.
• Comfortable with field sales and customer meetings.
• Target-oriented and willing to work in a sales environment.
• Local market knowledge and an existing customer/network base will be an advantage.