Key Responsibilities: Sell equity, mutual funds, and financial products to clients. Drive new business opportunities and franchisee partnerships. Acquire and onboard clients for Demat and stock broking services. Promote and cross-sell a variety of investment products. Qualifications: Education : Bachelor's degree in Finance/Marketing. Experience : 0-2 years in financial services sales. Skills : Strong sales abilities, product knowledge, communication, and client management.
Job Overview: We are looking for a Marketing Executive to drive Equity Sales , Mutual Fund Sales , Business Development , and Client Acquisition . The role also includes Franchisee Sales , promoting Fixed Income Products , Stock Broking , and Demat Services . Key Responsibilities: Sell equity, mutual funds, and financial products to clients. Drive new business opportunities and franchisee partnerships. Acquire and onboard clients for Demat and stock broking services. Promote and cross-sell a variety of investment products. Qualifications: Education : Bachelor's degree in Finance/Marketing. Experience : 0-2 years in financial services sales. Skills : Strong sales abilities, product knowledge, communication, and client management.
DP- Senioir manager HOD - DP & Commodity, RMS Overall supervision of DP,Commodity& RMS Implementation of new back office software Overall responsibilities as below Settlement- Dis execution- Market, Off Market, Pledge Transmission Closure of Accounts Account Opening - NSDL,CDSL, KYC, ReKYC, CKYC, Modifications, KRA etc - DP, Trading, Commodity, & SLBM Demat-Remat- Redemption Billing- Daily billing process Modification of Accounts- Demat/Trading Pledge/Release activities Interacting with on boarding client - Front office Interacting with clients over phone/Email Branch Interaction on regular basis/query related Ensuring of smooth process on daily basis Training to new joinees SLBM - Client registration Billing Etc., PMLA / AML Compliance and Reporting Other department related co-ordination for smooth functioning of day to day activities Compliance work Relavant NISM Certification at DP, MCX, & RMS AIML Reporting All compliance related to DP/MCX and RMS Filing of Compliance Certificate Client Funding Report Filing of Risk Based Supervision AI & ML Reporting Filing of Networth Filing of Internal Audit Report Replies to the queries on the regulators Filing Reports of FIU SEBI Compliance Liasioning with clearing members in the case of NCDEX & MCX Enhanced Supervision in BSE & NSE
Job Title : Depository Participant Executive Location :BGSE financial executive,JC road bangalore Department : Depository Participant Job Overview: We are looking for a Depository Participant Executive with expertise in NSDL , CDSL , and Demat back-office operations . The role involves managing Demat accounts, handling settlement processes, and supporting branch activities. A NISM certification is required. Key Responsibilities: Manage NSDL/CDSL Demat operations (account opening, transfers, settlements). Handle back-office tasks related to Demat services, reconciliations, and documentation. Support branch staff with Demat-related queries and operations. Ensure compliance with SEBI, NSDL, and CDSL regulations. Provide customer service for Demat account inquiries and issues. Qualifications: Education : Bachelor's degree in Finance or related field. Certifications : NISM Certification. Experience : 2-3 years in Demat/NSDL/CDSL operations. Skills : Knowledge of Demat services, MS Office, attention to detail, and strong communication skills.
Description We are looking for a dynamic and motivated Marketing Executive to join our team . This role is ideal for freshers/entry-level candidates who are eager to learn and grow in the marketing field. Responsibilities Develop and implement marketing strategies to increase brand awareness and drive sales. Conduct market research to identify new opportunities and trends. Equity Shares Sales, Mutual Fund Sales, Business Development, and Client Acquisition. The role also includes Franchisee Sales, promoting Fixed Income Products, Stock Broking, and Demat Services. Sell equity, mutual funds, and financial products to clients. Drive new business opportunities and franchisee partnerships. Acquire and onboard clients for Demat and stock broking services. Promote and cross-sell a variety of investment products. Collaborate with cross-functional teams to execute marketing campaigns. Analyse marketing performance metrics and adjust strategies accordingly. Assist in organising promotional events and campaigns. Skills and Qualifications Bachelor's degree in Marketing, Business Administration, or a related field. Strong written and verbal communication skills. Strong sales abilities, product knowledge, communication, and client management. Ability to analyse data and generate insights for marketing strategies. Creative thinking and problem-solving skills.
Minimum one year experience in Stock Broking/DP/Mutual Fund business and/or having valid Stock market related certification from NISM or having good marketing skill. The job involves selling financial products such as Demat account, Mutual funds. The Contract shall be for an initial period of one year.It may be extended for a further period of one year at the discretion of the Company.During the contract period, either the Company/Relationship Manager may terminate the contract by giving one month's notice.The engagement is primarily for marketing Online Trading, Demat and Mutual fund Accounts for the Company. The RM shall be required to achieve a minimum revenue equivalent to 3 times the annual consolidated pay on a monthly prorate basis.Performance of the officials engaged on contract shall be reviewed at monthly intervals. Interested candidates are requested to send their CVs to [HIDDEN TEXT] . Selection process shall be through an interview duly complying with Company's norms for engaging RMs.
Minimum one year experience in Stock Broking/DP/Mutual Fund business and/or having valid Stock market related certification from NISM or having good marketing skill. The job involves selling financial products such as Demat account, Mutual funds. The Contract shall be for an initial period of one year.It may be extended for a further period of one year at the discretion of the Company.During the contract period, either the Company/Relationship Manager may terminate the contract by giving one month's notice.The engagement is primarily for marketing Online Trading, Demat and Mutual fund Accounts for the Company. Interested candidates are requested to send their CVs to [HIDDEN TEXT] . Selection process shall be through an interview duly complying with Company's norms for engaging RMs.
We are looking for a proactive and dedicated HR & Administration Executive to manage end-to-end HR operationsfrom Recruitment to Retirement/Resignation and support smooth administrative functioning across our Head Office and branch locations. This role is ideal for someone who thrives in a dynamic work environment, enjoys interacting with diverse teams, and ensures seamless HR and administrative processes. Key Responsibilities Recruitment & Staffing Coordinate with HODs to understand manpower requirements across departments. Manage the complete hiring process, ensuring positions are filled within defined timelines. Maintain talent pipelines and ensure efficient onboarding for new hires. HR Operations Oversee the full employee lifecycle: onboarding, performance support, employee engagement, and exit formalities. Maintain HR records, documentation, and compliance with company policies. Support implementation of HR initiatives and processes across locations. Administration & Office Management Handle day-to-day administrative tasks ensuring smooth office operations. Coordinate with branch offices for administrative support and compliance. Assist in facility management, vendor coordination, and employee support services. What We're Looking For Strong understanding of HR processes and administrative functions. Excellent interpersonal and communication skills. Ability to multitask, prioritize work, and meet deadlines. Strong coordination and stakeholder management abilities. A proactive, detail-oriented, and responsible individual.
The selected candidate should be proficient in punching Various Orders such as Equity, FNO. Should hone skills in Relation Ship Management, regarding Equity and liaison with Clients. Should be skilled enough with Back office Operations. and possess or willing to get certified in Relevant NISM Certificates JOB RESPONSIBILITIES Punching Various Orders such as Equity, FNO Assist clients in placing orders Maintain professional conduct and compliance with company norms.
TAre you passionate about financial markets and skilled in selling investment products Join our team as a Relationship Manager , where you will play a key role in acquiring clients and promoting top-tier financial solutions. We are looking for dynamic and motivated professionals with experience in Stock Broking, Depository Participant (DP) services, Mutual Funds , or those holding valid NISM certifications . If you have strong marketing skills and a keen interest in financial products, this role is perfect for you. You will be responsible for driving sales of Demat Accounts, Online Trading Accounts, and Mutual Funds , while ensuring excellent client engagement. Key Responsibilities Acquire and onboard clients for Demat, Trading, and Mutual Fund products . Promote and market online trading platforms and related investment services. Build and maintain strong customer relationships. Meet sales targets and support overall business growth. Maintain compliance with all regulatory and company standards. What We're Looking For Minimum 1 year experience in Stock Broking / DP / Mutual Funds Valid NISM certification Strong marketing and sales skills in financial products Good communication and customer-handling skills Passion for stock markets and investments Contract Details Initial contract for 1 year (extendable based on performance) Either party may terminate with one-month notice Interested candidates can share their updated resume at:
The Job involves managing Branch operations. Punching orders, interacting with Clients. KYC and ReKYC activities. Coordination with clients and other staff an essential requirement. Persons with good communication skills preferred.