Demat Account Executive

The Demat Account Executive will be responsible for acquiring new clients, assisting them with Demat & Trading account opening, completing the activation process, and providing basic onboarding support.

The role requires strong communication skills, follow-up ability, and a target-oriented approach.

💼 Key Roles & Responsibilities

1. Client Acquisition

Identify and approach potential clients through calls, WhatsApp, referrals, social media, and other channels.

Explain the benefits and features of opening a Demat & Trading account.

Generate new leads and convert them into successfully opened accounts.

2. Account Opening

Guide clients through the complete Demat & Trading account opening process.

Assist clients with KYC, PAN, Aadhaar, bank details, and other required documentation.

Coordinate with the operations/support team to resolve account-opening issues.

3. Account Activation

Follow up with newly opened clients to complete the required account activation steps.

Ensure clients complete the necessary onboarding requirements.

Maintain accurate records of opened and activated accounts.

4. Follow-Up & Client Support

Regularly follow up with leads and pending applications.

Assist clients with basic onboarding-related queries.

Coordinate with the relevant team for technical or account-related issues.

5. Sales & Target Achievement

Achieve assigned daily/weekly/monthly account-opening and activation targets.

Maintain a healthy lead-to-account conversion ratio.

Focus on both quantity and quality of client acquisition.

6. Reporting

Maintain daily records of:

Leads generated

Accounts opened

Accounts activated

Pending applications

Follow-ups

Submit regular performance reports to the reporting manager.

🧠 Required Skills

Excellent communication and convincing skills

Hindi/English communication preferred

Basic knowledge of the stock market and Demat accounts

Good follow-up and relationship-management skills

Target-oriented mindset

Basic knowledge of WhatsApp, Excel/Google Sheets and CRM

Ability to work independently and as part of a team

🎓 Eligibility

12th Pass / Graduate preferred

Freshers can apply

Experience in telecalling, banking, financial services, insurance, stock market, or sales will be an advantage.

Candidates with strong communication and sales skills are welcome.

📊 Performance Parameters

The executive can be evaluated on:

Leads → Applications → Accounts Opened → Accounts Activated → Conversion Rate

Quality of onboarding and compliance with the required process should also be considered.

💰 Incentive Structure

You can keep the compensation section separate from the JD:

Fixed Salary + Performance Incentives

Example:

Monthly Accounts Incentive / Account

1–75 ₹200

76–100 ₹250

101–125 ₹300

Activation Incentive: ₹50 per successfully activated account.

Additional Incentive: ₹2,000 bonus on achieving 50+ accounts with 100% activation, subject to company terms.