Business Development Associate

FinnovationZ By Ikashi Fintech PVT LTD.; Buldhana District; On-site; INR 300,000 - 550,000; Full time

Benefits offered by this job

Performance incentives

Sales & BD exposure

Career growth

Job summary

FinnovationZ By Ikashi Fintech PVT LTD. in Maharashtra invites applications for a Senior Executive Team Lead Manager to guide client onboarding in the Demat services space.

You will lead outreach, explain Demat account opening, and coordinate with DP/brokers to ensure smooth activation. You will maintain professional client communication, track follow-ups in the CRM, and contribute to long-term wealth-building education.

Qualifications

• Confident with calling, follow-ups, and client handling.
• Basic understanding of finance and investing.
• Strong willingness to learn and grow in sales and business development.

Responsibilities

• Call potential clients and explain the Demat account opening process.
• Assist clients in completing KYC and documentation.
• Submit forms accurately and ensure Demat account activation.
• Coordinate with internal teams and DP/broker for smooth onboarding.
• Maintain professional client communication and timely follow-ups.
• Track progress in the CRM and reduce drop-offs.

Skills

Calling & follow-ups

Client handling

Finance basics

Tools

CRM tools

MS Excel

Job description

• 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

2. 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 1 3. Long-Term Investing Guidance

3. 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 Required Skills & Qualifications

Required Skills & Qualifications

• Confident with calling, follow-ups, and client handling


• Basic understanding of finance and investing Strong willingness to learn and grow in sales and business development Additional Preferred Skills (Good to Have)

Additional Preferred Skills (Good to Have)

• Basic knowledge of financial markets and investment products


• Interest in finance, investing, and financial education


• Familiarity with CRM tools and MS Excel


• Good interpersonal and presentation skills


• Willingness to learn new products and sales processes What You Get

What You Get

What You Get

• Performance-based incentives


• Hands-on experience in sales, business development, and financial education


• Opportunity to learn, grow, and build a rewarding career with Finnovationz 2 Why Join Finnovationz?

What You Get

What You Get

• Performance-based incentives


• Hands-on experience in sales, business development, and financial education


• Opportunity to learn, grow, and build a rewarding career with Finnovationz 2 Why Join Finnovationz?

Why Join Finnovationz?

• Be part of a fast-growing finance education platform focused on long-term investing.


• Work with a high-energy team and strong leadership support.


• Get hands-on experience in investor onboarding and client communication.


• Play a key role in helping people start their long-term wealth creation journey.


• Senior Executive Team Lead Manager.

Location: Our lavish 5.5 Acres campus in Malkapur with sports facility and greenery (near Akola/Jalgaon)