Demat Account Associate

Updated: May 05, 2024 01:20 PM GMT

Mint Capital (Angel One Jabalpur)

Jabalpur, Madhya Pradesh

Job Description:

We are seeking a motivated and customer-oriented individual to join our team as a Demat Account Associate. In this role, you will be responsible for assisting clients with opening and managing their demat accounts, providing guidance on investment options, and ensuring compliance with regulatory requirements.

Responsibilities:

1. Assist clients in opening demat accounts and completing necessary documentation.

2. Educate clients on the benefits and features of demat accounts, as well as investment opportunities available through the platform.

3. Provide personalized assistance and support to clients regarding account queries, transactions, and account maintenance.

4. Collaborate with the sales team to identify opportunities for upselling or cross-selling additional financial products or services.

5. Stay updated on market trends, regulatory changes, and new products to effectively address client inquiries and concerns.

6. Ensure compliance with all regulatory... More Detail