249 Demat Account Jobs

Role & responsibilities 1. Manage bank channel to achieve targeted sales turnover of the assigned channel. 2. Manage the clients in the locality with the said radius. 3. Retaining of customers in competitive markets. 4. Ensure compliance while serving the customers 5. Monitor clients leads of given customers. 6.Ensure compliance while serving the customers. Interested candidates share their resume on vaishnavi.srivastava1@hdfcsec.com

JOB DESCRIPTION Job Details: Job Title: Client Relationship Associate Role Description: 1. Responsible for relationship management with channel partner, new client acquisition & customer relationship management (For Corporate Salary Account Holders). 2. Responsible for achieving targets as assigned by the organization monthly basis. 3. Lead generation for Demat & Trading Account. 4. Conversion of leads into clients for Trading Account. 5. Responsible for managing client relations post acquisition. 6. Activation of acquired accounts. 7. Training of Channel Partner resources on account opening process. Skill Sets: Education Qualifications: Graduate / Postgraduate/MBA-Marketing & Sales Work Exp...

Job Title: Relationship Manager/Business Development Manager/Sales & Marketing Executive. Company: RS Wealth Management Pvt. Ltd. Location : Office No. F22; Express Zone Mall, A-Wing Next to Patel Vanika, W.E Highway, Goregaon, East Mumbai 400063 Responsibilities: Building relationships with prospect clients & educating them about Investments. Acquire new clients. Expand Company Business Acquire new Business Associates/Introducer Brokerage Generation Qualifications and Experience: Graduate / Post graduate can apply Experience: Min 1 yrs of exp in selling of financial products from Stock Broking Sector. Stock Market knowledge is mandatory.

Sales Manager to lead and drive the sales team. The primary responsibility includes guiding the team to promote and sell key investment products such as Demat accounts, insurance, TGS software, Systematic Investment Plans (SIP), etc. Required Candidate profile Monitor team performance, identify gaps, and implement training or corrective measures as needed. Train and update the team on equity markets, investment products, and sales techniques.

Responsible for client acquisition, Handling demat/trading accounts, Executing trades, advising on equity & derivatives, Achieving sales targets, and maintaining client relationships. Strong communication & market knowledge required. Revenue Genera Provident fund Gratuity Sales incentives Annual bonus

Job opening For Branch Manager/Sr. Manager/Sr. RM / RM/Trainees -Equity & Commodity We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. Job Description (JD): Justify your branch and team costs with the minimum required number of accounts, margins, and revenue. Must bring a minimum of 5 Relationship Managers (RMs) as part of your team. Acquire HNI clients and franchisees on a monthly basis. Advise and manage HNI client portfolios across equity and commodity products. Lead, motivate, and ensure performance of your team; ensure that ...

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with them by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the ...

Looking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products. Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context: Key Responsibilities: 1 . Client Relationship Management: Build and maintain relationships with clients, understanding their financial needs. o Act as the main point of contact for high-net-worth clients, providing financial advice and assistance. 2 . DMAT (Dematerialized Accounts): Assist clients in opening, maintaining, and resolving issues related to their DMAT ac...

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) B...

Dear Candidate, We are looking for a cluster manager for our Retail Sales Channel Job Description: Running the daily deliverable activities of the business Focus on Client Acquisitions, Client Activations, Brokerage Generation, ME productivity and cross selling of various products (as advised by management time to time ) Driving business numbers and managing larger teams. Responsible for handling the branches of the region assigned Responsible for managing all aspects of the sales cycle Create and implement effective direct sales strategies toward achievement of sales objectives Responsible for profit centers profitability and P & L Managing key customer relationships, building and sustainin...

Role & responsibilities Will be responsible to drive New to Business and Existing to Business Acquisition across open market. Will be accountable for trade activation of sourced accounts. Responsible for visibility on offerings across assigned geography. Driving Revenue through various in-house & distribution products To achieve revenue and maintain productivity. Assist in opening Demat accounts. Explain the features and benefits of Demat accounts to potential customers. Identify and acquire new clients. Promote and guide mutual fund investments. Maintain strong relationships with clients. Educate clients about investment products. Preferred candidate profile Graduate in any stream Basic kno...

DailyGong By MSE Financial Service Limited JOB DESCRIPTION Job Title Relationship Manager. Roles & Responsibilities: Meeting existing clients for enhancing client relationship. Execute the orders on behalf of clients and operating stock trading terminals. Confirmations of trade done by EOD. Update Client about their Position. Solving Queries of the customers. Accurate &timely execution of orders on terminal. Should be ready to do inside sales after market hours (sales of Demat accounts). Looking for Immediate joiners.

Role & responsibilities Will be responsible to drive New to Business and Existing to Business Acquisition across open market. Will be accountable for trade activation of sourced accounts. Responsible for visibility on offerings across assigned geography. Driving Revenue through various in-house & distribution products To achieve revenue and maintain productivity. Assist in opening Demat accounts. Explain the features and benefits of Demat accounts to potential customers. Identify and acquire new clients. Promote and guide mutual fund investments. Maintain strong relationships with clients. Educate clients about investment products. Preferred candidate profile Graduate in any stream Basic kno...

- Handle premium customer calls with professionalism and courtesy - Resolve customer queries and concerns in a timely manner - Provide product information and solutions to customers -Collaborate with internal teams to resolve customer issues Required Candidate profile Freshers / Experienced both are eligible to apply. Good selling & negotiation skills. Excellent communication skills in English Immediate joining Day shift timing HR Connect - Ms. Riya - 63980 09438

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) B...

Role & responsibilities :Candidate should be Catering to the investment needs of clients by providing them research-based advice in Mutual Funds and other financial products. Preferred candidate profile :Identifying prospective clients & acquiring new clients Ability to make good network in retail & HNI Good communication skills Ability to work on different methods of sales like cold calling, networking , presentation etc Looking for Long Term career in Sales Perks and benefits : Incentive or bonus

Acquisition Managers Source customers for Current and Savings Accounts (CASA) products. Generate leads form open market. Achieve sales targets for CASA and cross-sell financial products. Minimum 0 -5 Years of CASA Sales experience or BFSI Sales experience and currently employed . Trade Acquisition Manager Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like ...

Job Title: Relationship Manager About Choice Equity Broking Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Role Overview We are seeking a proactive, client-focused Relationship Manager to manage and grow relationships with existing and new clients across Demat services, Mutual Funds, Insurance, and Loans. The RM will be the primary point of contact, providing financial guidance, onboarding new clients, validating KYC/compliance, an...

Role & responsibilities Acquiring customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients and cross sell (MF SIP) Seek references from customers/prospect Technical & Behavioural Competencies Experience in NBFC/ BFSI Specific Qualifications (if required) Strong relationship management and client servicing skills. Excellent communication, negotiation and presentation skills. Sales driven mindset with ability to achieve and exceed targets Ability to understand financial markets, inve...

Greetings from Firstsource!! About the role: A CSA in this role is responsible for processing data with high accuracy and pace in a specified format while adhering to the prescribed SLA. Role & Responsibility: Ensure that the computerized records are captured accurately and maintained in prescribed manner. Checks the data received from the client for complete details. Re-enters the given data into a client specified format. Solicits and compiles information and data related to processing activities. Uses PC application and functions, such as Excel, Word or PowerPoint or client specified mainframes to update and load data sets. Works efficiently towards achieving the SLA based on the project ...

Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector. Candidates with minimum 1 year of experience in mutual funds, bro...

- Sales of Mutual Funds, SIPs, AIFs, Algo Trading Investment, Demat Accounts - Strategic Sales through targeted approach on LinkedIn and social media leads Required Candidate profile Representation on business platforms like BNI etc to drive sales targets Ready to commute within Delhi NCR for client meeting Requisite Qualification - MBA Marketing and Finance

Dear Candidate, We are looking for a cluster manager for our retail Sales Channel Job Description: Running the daily deliverable activities of the business Focus on Client Acquisitions, Client Activations, Brokerage Generation, ME productivity and cross selling of various products (as advised by management time to time ) Driving business numbers and managing larger teams. Responsible for handling the branches of the region assigned Responsible for managing all aspects of the sales cycle Create and implement effective direct sales strategies toward achievement of sales objectives Responsible for profit centers profitability and P & L Managing key customer relationships, Building and sustainin...

- Handle premium customer calls with professionalism and courtesy - Resolve customer queries and concerns in a timely manner - Provide product information and solutions to customers -Collaborate with internal teams to resolve customer issues Required Candidate profile Freshers / Experienced both are eligible to apply. Good selling & negotiation skills. Excellent communication skills in English Immediate joining HR Connect - Ms. Prity- +91 84483 50054

Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Demat account opening process, New client acquisition. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector. Candidates...