Walk-in | Demat Executive

Alankit; New Delhi; On-site; INR 250,000 - 420,000; Full time

Job summary

Alankit in Delhi is seeking a proactive candidate to generate leads and promote Demat and Trading account openings. You will handle customer calls, explain procedures, and collect KYC documents to ensure compliant onboarding.

The role requires coordinating KYC verification and driving monthly targets while maintaining CRM/MIS records. The ideal candidate will possess strong communication and follow-up skills, with basic knowledge of Demat, Trading, KYC, and stock market concepts.

Qualifications

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

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

Good communication

Convincing skills

Target oriented

Follow-up skills

Tools

CRM software

MIS

Job description

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.