Business Development Associate

About the Role

Business Development Associate at FinnovationZ.

Key Responsibilities

• 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.
• 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.

Requirements & Tech Stack

• 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.
• Familiarity with CRM tools and MS Excel (Good to Have).
• Good interpersonal and presentation skills (Good to Have).
• Willingness to learn new products and sales processes (Good to Have).

Qualifications

• Basic knowledge of financial markets and investment products (Good to Have).
• Interest in finance, investing, and financial education (Good to Have).

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.

Location

• Malkapur (near Akola/Jalgaon)