Job Description
About Finnovationz Finnovationz is one of India’s fastest-growing financial education platforms, trusted by over 2.6 million YouTube subscribers. We provide courses, mentorship, and financial education to make India financially aware and empower individuals to build long-term wealth. Our mission is to simplify finance and create a strong investor community through education and guided onboarding.
The role mainly focuses on assisting clients in Demat account opening and activation , while also guiding them toward suitable financial learning programs and investment awareness.
Based on skills and performance, candidates may be allocated to:
Business Development (Course Sales / Counseling)
Demat Account Executive (Primary focus)
Demat Account Opening & Client Onboarding (Primary Focus)
Call potential clients and explain the Demat account opening process
Assist clients with KYC and documentation
Ensure smooth account activation with DP/Broker coordina...
The role mainly focuses on assisting clients in Demat account opening and activation , while also guiding them toward suitable financial learning programs and investment awareness.
Based on skills and performance, candidates may be allocated to:
Business Development (Course Sales / Counseling)
Demat Account Executive (Primary focus)
Demat Account Opening & Client Onboarding (Primary Focus)
Call potential clients and explain the Demat account opening process
Assist clients with KYC and documentation
Ensure smooth account activation with DP/Broker coordina...