297 Demat Account Jobs

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 ...

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Role- Equity dealer CTC- upto 6 LPA RESPONSIBILITIES Order punching on behalf of clients Revenue Generation Activation of inactive clients Increasing volumes and revenue Cross selling financial product NISM VIII

Looking for NISM-certified candidates with minimum 6 months experience in equity advisory/broking. Role includes client handling, trade execution, portfolio support, and revenue generation. NISM certification (mandatory)

Role & responsibilities Client Relationship Management: Build and maintain strong relationships with clients by understanding their financial goals, risk tolerance, and investment preferences. Regularly communicate with clients to provide market updates, investment advice, and address any concerns they may have. Sales and Business Development: Achieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicing Acquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party produ...

We are Hiring for leading broking Industry Role - Digital Business Specialist Reactivation Desk Location: — Airoli Experience: 0–6 years (Broking/Wealth preferred) Freshers with Stock market Knowledge are welcome What You’ll Do: * Reconnect & reactivate inactive stock market clients * Drive revenue via MTF, Advisory & SIP sales * Build strong client relationships * Cross-sell MF & other investment products * Ensure compliance & maintain CRM updates What We’re Looking For: * Graduate (Commerce/Finance preferred) * Experience in Stock Broking / Wealth Management * Strong communication & customer handling skills * NISM certification (preferred) Performance Targets: * 750 client reach/month * 12...

Manage and maintain relationships with existing clients. Monitor client portfolios and suggest changes based on market trends. Demat account opening and KYC process & Mutual Fund Proces Resolve client queries related to trading and technical issues.

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

New client acquisition drive for opening new demat & trading accounts. Working on Single interface system to make it vibrant. Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars. Client and prospects meetings for opening new accounts & cross selling of products . Stay updated on market outlook and product knowledge .

Role & responsibilities: 1. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. 2. Primary role is to sell broking products i.e. Equities, Commodities & Currencies. 3. Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debts, NCDs / Bonds, Insurance, PMS, structured products etc. 4. Acquisitions of new clients and re-activation of existing clients. 5. Ensuring customer satisfaction by customized and efficient support. 6. Innovating and exploring new products from time to time to achieve acquisition and revenue targets.

Looking for NISM-certified candidates with minimum 6 months experience in equity advisory/broking. Role includes client handling, trade execution, portfolio support, and revenue generation. NISM certification (mandatory)

Role : KAM Designation : Assistant Manager Location : Chennai Roles & Responsibilities: - 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Required Skills : - 1. Graduate / Post graduate with minimum 1 year of selling experience. 2....

Role & responsibilities It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Preferred candidate profile Bachelors degree in Finance, Commerce, or related field. Strong understanding of financial markets, investment products, trading platforms, and equity products. Excellent communication and analyt...

Job Description As a Sales Representative, your role involves promoting and selling Demat Accounts, Loan Services, Mutual Funds, and Insurance to potential clients. You will be responsible for understanding the financial needs of customers and offering suitable products and services to meet their requirements. Key Responsibilities - Identify and approach potential customers to promote Demat Accounts, Loan Services, Mutual Funds, and Insurance products - Educate clients on the benefits and features of the financial products offered - Build and maintain strong relationships with customers to ensure customer satisfaction and retention - Meet sales targets and contribute to the overall growth of...

Responsible for day to day activities related to onboarding of issuer DP Participants Co-ordinate with SEBI/ exchanges/ market participants Prepare MIS/Reports and agenda & minutes of various meetings Working on SEBI queries/Regulatory submissions Required Candidate profile Min 10+ yrs exp in capital markets in DP-Ops/ Clearing & Settlement /Market Infra Institutions Team Leadership Experience is a must Good analytical and verbal & written Communication Skills Perks and benefits 40% additional Performance Bonus + Mediclaim

As a candidate for this position, you will be responsible for: - Handling client onboarding processes, including Account Opening Forms (AOF), KYC documentation, and verification. - Managing Demat and Trading Account operations to ensure timely processing of all client service requests. - Supporting front-office teams with trade confirmations, fund/DP transactions, and overall back-office operations. - Coordinating effectively with Compliance, RMS, and Head Office Operations to maintain a smooth workflow. - Maintaining accurate records, reports, MIS, and all internal documentation as required. - Ensuring strict adherence to SEBI and Stock Exchange regulatory/audit requirements at the branch l...

Role & responsibilities Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency trading, Mutual Funds, Insurance and PMS Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on market trends. Cross Sell to existing clients Preferred candidate profile Candidate with flair for sales with year B2C SALES experiences.

Role & responsibilities : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile : Graduate / Post graduate in any stream with knowledge of capital markets...

>Client acquisition and retention >Portfolio management and growth >Cross-selling financial products and services >Market research and advisory support >Meeting sales targets and business KPIs >Coordination with internal teams and compliance Required Candidate profile Graduate with experience in Client acquisition & Client Relationship management #Sales, #Business development, #Leads generation, #retailsales, #B2C, #equity, #crosssell, #TPP, #thirdpartyproduct Perks and benefits Best in the industry

Role & responsibilities New Client Acquisition. Cross selling of third party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, Unlisted shares, IAP & Others services Offered by MOFSL). Revenue Generation-revenue to be generated from the all the products from sourced accounts. Client meeting. Preferred candidate profile Educational Qualifications: Graduate with minimum 55% Experience: 1+ Years of sales experience in NBFC & BFSI Domain Knowledge: Equity Age: Max 32

Role & responsibilities Relationship Manager -Retail - Demat Aquisition | Ahmedabad OR Vadodara Upto 6L New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL. Revenue Generation Preferred candidate profile Minimum 1 year of experience in NBFC & BFSI Industry Domain Knowledge: Equity Market Regards, Sandipa 7980475998

Job Title: Relationship Manager Location: Kolkata Experience: Minimum 2 years Qualification: Graduation Roles & Responsibilities: New client acquisition drive for opening new demat & generating brokerage on demat accounts. Selling investment products like Mutual Funds. SIP, PMS & Insurance. Cold calling and meeting customers on a regular basis. Conducting local area marketing activities like prospects seminars & webinars Client and prospects meetings for opening new accounts & cross selling of products Candidates must be from retail banking or broking industry. Local candidates of Kolkata ONLY.

Role & responsibilities Relationship Manager -Retail - Demat Aquisition | Ahmedabad and Vadodara Upto 6L New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL. Revenue Generation Preferred candidate profile Minimum 1 year of experience in NBFC & BFSI Industry Domain Knowledge: Equity Market

1. Seeking a Sales Manager with 5+ years in the stock market and 3+ years of team handling. 2. Strong knowledge of NSE, BSE, MCX, MF. 3. Expertise in lead/revenue generation, client relationship management, query resolution, and performance tracking Required Candidate profile Candidates with strong finance knowledge are highly preferred Immediate joiners will be given priority Attractive salary with performance-based incentives NISM certification will be an added advantage

MF / EXCHANGE / FD / BONDS TRANSACTION PROCESSING- ACCEPTANCE, AUDIT, ENTRY, SCANNING AND REJECTION MARKING. TRANSACTION ENTRY IN SYSTEM, DAILY UPLOADING, SCANNING OF APPLICATION, ETC. ACKNOWLEDGMENT COLLECTION AND SCANNING (MF & FD) ASSISTING TRANSACTION DEPARTMENT IN UPDATING PENDING TARs. NJ ACCOUNT REGISTRATION (TADA & PMS). FOLLOW-UP FOR PENDING REGISTRATION. COURIER MANAGEMENT, MAINTAINING BRANCH EXPENSES, MAINTAINING PETTY CASH & DAILY UPLOADING. ASSISTING NJCC IN QUERY SOLVING. LOCAL REJECTION MARKING, ASSISTING NJ CC IN QUERY SOLVING. MAINTAINING NON-FINANCIAL TRANSACTION. OFFICE ADMINISTRATION, ASSISTING PARTNERS, SALES SUPPORT.