Walk-in || Demat Executive

Key Responsibilities:

• Generate leads and acquire customers for Demat & Trading account opening.
• Handle customer calls and explain account opening procedures.
• Collect and verify KYC documents and ensure accurate documentation.
• Coordinate for KYC verification and account activation.
• Follow up with customers and achieve monthly account-opening targets.
• Maintain customer records and update CRM/MIS.

Skills Required:

• Good communication and convincing skills.
• Basic knowledge of Demat, Trading, KYC & Stock Market.
• Target-oriented with good follow-up skills.