Stock Investment Executive

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Job Overview

We are looking for a proactive and target-driven Stock Investment Executive to help members open demat and trading accounts and understand the investment platform through live product demonstrations.

This role involves onboarding new investors, explaining investment products, assisting with documentation, and providing a smooth demat account opening experience while promoting a positive impression of the Society.

Job Responsibilities

Onboard members for demat/trading accounts and guide them through the investment platform via demos.

• Identify and approach prospective members interested in opening demat and trading accounts.
• Conduct live demonstrations of the investment/trading platform to explain its features and benefits.
• Assist members in completing demat account opening forms, KYC, and related documentation.
• Explain various investment products (equity, mutual funds, IPOs, etc.) in simple, easy-to-understand terms.
• Follow up with prospective members to ensure timely completion of account activation.
• Coordinate with the back-office/operations team to ensure smooth account opening and activation.
• Maintain accurate records of leads, demos conducted, and accounts opened.
• Address member queries related to trading, demat holdings, and platform usage.
• Achieve monthly targets for account openings and demo conversions.
  
  

Qualifications

We are looking for candidates who are confident communicators with an interest in financial markets; freshers may apply.

• Graduate in any discipline (Commerce/Finance background preferred).
• Basic knowledge of stock markets, demat accounts, and trading platforms preferred.
• 0 to 3 years of experience in financial sales, broking, or account opening; freshers with good communication skills may apply.
• Confident and persuasive communication skills for conducting product demos.
• Good communication in Gujarati, Hindi, and English.
• Strong customer-service orientation and target-driven mindset.
• Punctuality and a well-groomed, presentable appearance.
  
  

Job Information

• Position: Stock Investment Executive
• Job Type: Full Time
• Current Openings: 2
• Location: Vadodara, Gujarat
  
  

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