188 Demat Account Jobs - Page 2

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advisory skills Strong communication & compliance focus

We are hiring experienced Wealth Managers to manage and grow high-value client portfolios. The role involves selling investment products, generating new business, and leveraging your own portfolio to drive revenue. Key Responsibilities Drive sales of Investment Products (IP), including equities, mutual funds, bonds, PMS, structured products, and other wealth solutions. Build strong long-term relationships with clients by offering tailored financial solutions. Generate new business opportunities through networking, referrals, and leveraging your own portfolio. Achieve revenue and business growth targets as per company goals. Stay updated on financial markets, investment trends, and product offerings. Provide high-quality client servicing and ensure compliance with all regulatory requirements. Requirements 3+ years experience in Banking / Securities / Broking. Proven track record of managing 35 Cr+ portfolio. Strong financial product knowledge & client relationship skills. Compensation & Benefits Fixed CTC: Up to 15 LPA (based on experience & portfolio size). Performance Incentives: Attractive, uncapped earning potential. Opportunity to work with Indias Leading Broking Company with a wide range of wealth products. Career growth and fast-track leadership opportunities. Apply Now Contact: +91 84888 33693 Email: shraddha@tekpillar.com

We are hiring experienced Wealth Managers to manage and grow high-value client portfolios. The role involves selling investment products, generating new business, and leveraging your own portfolio to drive revenue. Key Responsibilities Drive sales of Investment Products (IP), including equities, mutual funds, bonds, PMS, structured products, and other wealth solutions. Build strong long-term relationships with clients by offering tailored financial solutions. Generate new business opportunities through networking, referrals, and leveraging your own portfolio. Achieve revenue and business growth targets as per company goals. Stay updated on financial markets, investment trends, and product offerings. Provide high-quality client servicing and ensure compliance with all regulatory requirements. Requirements 3+ years experience in Banking / Securities / Broking. Proven track record of managing 35 Cr+ portfolio. Strong financial product knowledge & client relationship skills. Compensation & Benefits Fixed CTC: Up to 15 LPA (based on experience & portfolio size). Performance Incentives: Attractive, uncapped earning potential. Opportunity to work with Indias Leading Broking Company with a wide range of wealth products. Career growth and fast-track leadership opportunities. Apply Now Contact: +91 84888 33693 Email: shraddha@tekpillar.com

Hiring @ JM Financial Services (BlinkX App) Role: Digital Client Acquisition Voice Process (Demat A/c) Location: Andheri East Salary: 17K To 25K Net + Incentives up to 70K Shift: 9AM7PM | 6 Days Work | Sat Sun working Req: HSC/Grad, Good English + Hindi, Min 6 months sales Exp (BPO/Bank/Trading) Age: 20 To 30 yrs | Immediate Joiners only Key Interview Questions: What is a Demat Account, and why is it important? Can you explain what the Share Market is and how it works? What do terms like Nifty 50, Stocks, Sensex, and SEBI refer to? Provide an example of basic math calculations like 20% of 100. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri: 7796426785

Dear Candidate, Greetings From"APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Direct Sales CTC- up to-6 lac+ incentive + Other benefit Relationship Manager • New client acquisition new clients per month from open market • Cross selling of third party investment products • Revenue generation revenue to be generated from the all the products from sourced accounts Kindly reply with updated CV on apex.snehil@gmail.com if you are interested for the mentioned Job Role. you can call also on 8756632966.

Role & Responsibilities_ Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through franchisee Channel. Engage with franchisee, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the franchisee partners and their clients on different products. Key Deliverables 1. Achieve given AUM and Revenue targets of Investment Products like PMS,Mutual Funds and AIF. 2. Maintain relationships with the existing customer network of Franchisees. 4. Drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for franchisee in the areas of sales support, query resolution, product training and client seminars 6. Support team in achieving targets.

We are looking for dynamic individuals to join our Mutual Fund Sales team. 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. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@branch.sharekhan.com

We are looking for dynamic individuals to join our Mutual Fund Sales team. 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. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@branch.sharekhan.com

We are looking for dynamic individuals to join our Mutual Fund Sales team. 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. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@branch.sharekhan.com

We are looking for dynamic individuals to join our Mutual Fund Sales team. 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. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@branch.sharekhan.com

We are looking for dynamic individuals to join our Mutual Fund Sales team. 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. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@branch.sharekhan.com

Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.

We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com 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. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome

We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com 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. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome

We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com 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. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome

We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com 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. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to aman.kushwah@branch.sharekhan.com

Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. Perform regular portfolio reviews to ensure client investment objectives are met. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Bonds, Insurance. Handling Queries & complains of client's & solving it within TAT. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Preferred candidate profile -Any BFSI Sales Candidate Perks and benefits -Incentives & Bonus

Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. Perform regular portfolio reviews to ensure client investment objectives are met. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Bonds, Insurance. Handling Queries & complains of client's & solving it within TAT. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Preferred candidate profile -Any BFSI Sales Candidate Perks and benefits -Incentives & Bonus

Urgent Hiring Relationship Manager For Broking Company Ctc- 6.50 Lpa Experience -1 yrs + Banking/Broking/Financial Sales Background Age- upto 38 yrs Individual Role Vertical Retail Sales Qualification Graduate Location:-Chennai,Delhi, Kolkata, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad Role & responsibilities Acquire new Demat and Trading accounts with a minimum margin per account. Retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. Perform regular portfolio reviews to ensure client investment objectives are met. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Bonds, Insurance. Handling Queries & complains of client's & solving it within TAT. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Preferred candidate profile -Any BFSI Sales Candidate Perks and benefits -Incentives & Bonus

Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial products and services Facilitate the end-to-end onboarding process for new franchise and business partners Ensure a smooth transition into our organization This includes sharing welcome materials, coordinating with various departments for payout setups, and ensuring all paperwork is completed accurately and promptly. Key Responsibilities ¢ Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. ¢ Primary Point of Contact: Act as the main point of contact for new franchises during their onboarding, addressing questions and providing guidance on procedures, resources, and support channels. ¢ ¢ Monitor Performance: Track and report performance metrics, gather partner feedback, and evaluate overall business impact. Collaborate Internally: Work closely with internal teams to align product offerings with client needs and organizational goals. Requirements ¢ Communication Skills: Excellent verbal and written communication skills in both English and Hindi. ¢ Eagerness to Learn: Demonstrated willingness to learn and adapt in a dynamic environment. ¢ ¢ Financial Knowledge: Basic understanding of financial products and concepts. Sales Experience: Prior experience in selling financial products such as insurance or mutual funds (advantageous). ¢ Educational Background: Bachelors degree in Finance is preferred. Why Join Us? ¢ ¢ ¢ Be part of a dynamic team that values collaboration and innovation. Gain valuable experience in the financial services industry. Opportunities for professional growth and development.

We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com 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. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to aman.kushwah@branch.sharekhan.com

We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com 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. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome

We are looking for dynamic individuals to join our Mutual Fund Sales team. 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. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Graduate/Postgraduate in Finance 1-5 years in financial services/stock broking Strong product knowledge: Equity, MF, PMS, Bonds, Derivatives Proven sales and client acquisition skills Excellent communication skills