250 Demat Account Jobs - Page 2

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...

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

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...

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...

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...

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...

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...

Equity Sales Manager-Client Acquisition & cross selling TPP Responsibility include BD / Good understanding in Capital Market/ Equity and Opening Demat /Trading account & Cross sell 2. manage HNI clients 3. Must be familiar with the local language Required Candidate profile Graduate with NISM / NSE certification Understanding of Local language as well as local market Must be Go & Getter -can manage relationships with Retail & HNI /UHNI clients. Perks and benefits As per industry norms

1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Grad/Non-Grad, must be *NISM certified* > min 2 yrs exp in Dealing > Knowledge about trading software. > Must have their own client base. *Localite - Hyderabad/ Chennai/ Cochin/ Madurai/ Coimbatore* Perks and benefits As per Industry norms

Equity Sales Manager-Client Acquisition & cross selling TPP Responsibility include BD / Good understanding in Capital Market/ Equity and Opening Demat /Trading account & Cross sell 2. manage HNI clients 3. Must be familiar with the local language Required Candidate profile Graduate with NISM / NSE certification Understanding of Local language as well as local market Must be Go & Getter -can manage relationships with Retail & HNI /UHNI clients. Perks and benefits As per industry norms

1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Grad/Non-Grad, must be *NISM certified* > min 2 yrs exp in Dealing > Knowledge about trading software. > Must have their own client base. *Localite - Hyderabad/ Chennai/ Cochin/ Madurai/ Coimbatore* Perks and benefits As per Industry norms

Equity Sales Manager-Client Acquisition & cross selling TPP Responsibility include BD / Good understanding in Capital Market/ Equity and Opening Demat /Trading account & Cross sell 2. manage HNI clients 3. Must be familiar with the local language Required Candidate profile Graduate with NISM / NSE certification Understanding of Local language as well as local market Must be Go & Getter -can manage relationships with Retail & HNI /UHNI clients. Perks and benefits As per industry norms

1. Execute Trades on the Trading Terminal. 2. Generating revenue by acquiring Clients from open market. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. 5. Punch in Orders (Buy/Sell) Required Candidate profile > Grad/Non-Grad, must be *NISM certified* > min 2 yrs exp in Dealing > Knowledge about trading software. > Must have their own client base. *Localite - Hyderabad/ Chennai/ Cochin/ Madurai/ Coimbatore* Perks and benefits As per Industry norms

Interested Candidate Call 8795033333 or share your resume on sjain5444@gmail.com Hiring For a Broking Firm (On-Role Job) Product - Demat Product A candidate has to go out in the market to generate leads and will get existing customer data also. Required Candidate profile The candidate has to open a Demat account and will be doing cross-selling also A driving License and a wheeler are mandatory Graduation is mandatory

As a Product Manager - Demat & ASBA at IDFC FIRST Bank in Mumbai, in the Retail Banking unit under Branch Banking function, your role is crucial in enhancing the banking and investment management experience for customers by offering demat and ASBA services. Your primary responsibility is to lead the bank's efforts in developing a comprehensive product proposition that covers all customer interactions with the bank. Key Responsibilities: - Define the process flow for offering Instant Demat Account and paper-based demat account services - Define the process flow for ASBA application - Design and update account opening, services request form, and demat servicing forms - Collaborate closely with...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and expand existing ones. Identify opportunities for cross-selling of financial products such as broking, demat accounts, mutual fund sales, portfolio handling, wealth management services. Collaborate with internal teams to resolve customer queries and issues efficiently. Develop a deep understanding of client needs and preferences to provide tailored solutions. Meet or exceed monthly targets set by the organization.

Responsibilities: Find and acquire new clients. Build strong, lasting relationships with customers. Achieve and exceed sales targets. Solve client problems and address concerns quickly. Stay updated on market and competitor products. Accessible workspace Employee Assistance Program (EAP) Mobile bill reimbursements Referral bonus Sales incentives Provident fund

Key Responsibilities Execute buy/sell orders for clients on equity markets with accuracy and speed. Assist clients in opening and managing Demat and trading accounts. Provide market updates, stock recommendations (as per compliance), and portfolio insights. Monitor client positions and risk to ensure adherence to risk management guidelines. Ensure compliance with regulatory policies and maintain proper documentation. Build and maintain strong client relationships to increase trading volumes. Requirements NISM Series VIII (Equity Derivatives) certification Mandatory. Bachelor’s degree in Finance, Commerce, or related fields. 1–3 years of experience as an Equity Dealer or in a similar broking ...

Key Responsibilities Source new clients through open market activities and referrals. Acquire and activate Demat accounts and cross-sell TPP, mutual funds, and SIP. Build and maintain strong customer relationships to ensure repeat business. Achieve monthly and quarterly sales targets. Provide post-sales support and resolve client queries. Stay updated with financial products and market trends. Requirements Bachelors degree in Finance, Business, or a related field. 1–3 years of experience in direct sales, preferably in BFSI. Strong knowledge of financial products like Demat accounts, mutual funds, SIP, and insurance/TPP. Excellent communication, negotiation, and interpersonal skills. Self-mot...

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...

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 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 & advis...

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 & advis...

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 & advis...

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 & advis...