188 Demat Account Jobs - Page 3

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

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

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 > Must be a Graduate and *NISM certified* > min 2 yrs exp in dealing > knowledge about trading software. > must have their own client base. Localite - Hyderabad / Chennai (Anna Nagar /TNagar /Guindy) Perks and benefits As per Industry norms

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

Responsibilities: * Manage intra trading activities within the organization's stock portfolio * Monitor market trends and execute strategies * Collaborate with equity sales team on new opportunities

Designation : Business Development Manager • Recruit Team of advisors • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile • Graduation Must • Must have 2 year of experience in Any sales / Banking / Finance / Insurance • Good Communication skills • Local from the city • Age : 23 - 39 Must have bike

We are looking for dynamic individuals to join our Mutual Fund Sales team. If you're a fresher with strong communication skills and a passion to build a career in the broking industry, we want to hear from you! 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. 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 Freshers are encouraged to apply Candidates with up to 2 years of experience in mutual funds, broking, or wealth management are also welcome

Role & responsibilities - AQUISITION OF UNIQUE A/C - IPV OF DOCUMENTS - BROKERAGE GENERATION AS PER TARGET - HAND HOLDING OF CUSTOMERS IN INITIAL PHASE - HANDLE SALES PROMOTION ACTIVITIES FROM TIME TO TIME - CROSS SELLING OF OTHER PRODUCTS Preferred candidate profile Experienced Perks and benefits PF, GMC

Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh, 130+ branches and 4,400+ business partners, Mirae Asset Sharekhans full-service model is Designed for the serious . What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise. Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor education. J ob Title : Customer relationship executive AREA OF RESPONSIBILITY: As a CRE, your primary responsibility is reactivation of clients mainitain activity of legacy as well as new clients and responsible for the generate revenune from DPMS map clients. And to grow the mutual fund business along with other finacial products within Sharekhan by cross-selling to the existing customer base of Sharekhan as well as acquiring new customers for the organization through referrals. M AIN RESPONSIBILITIES: your primary responsibility is reactivation of clients mainitain activity of legacy as well as new clients and responsible for the generate revenune from DPMS map clients TO GUARANTEE: Responsible for increase client acitivity, reactivation, revenue and engage clients in to corss selling assets of mutual fund, LAS, EMF, education courses. TO CONTRIBUTE: Add new to SK customers through referrals R EQUIRED QUALIFICATIONS: Graduate in any stream with basic knowledge of financial markets Essential Functional Skills/Competencies PeRSONAL skills: Strong communication & written skills Fluency in local language is an added advantage Excellent interpersonal skills and must be a team player Must be process oriented and must be willing to learn and adapt Highly self motivated Key Performance Indicators (KPI) Performance Evaluation CategoryPerformance ObjectivesIndicative WeightagesKey Performance Indicators (KPIs) Trading Activity 35%Maintain minimum monthly activity of 30% for 2020 acquired Equity Clients and ensure that 50% of these new clients are traded at year end, Maintain monthly activity of 10% for clients acquired in and before 2019 in Equity Reactivation 15%Activate 50 clients from Inactive in current year Basket each month (inactive means 6 months inactive). If Client is not traded or inactive in equity for more than 6 months but gets activated in MF/SIP for first time, it will be counted as Reactive, Ensure reactivation such that at year end we have 30% UT clients from among mapped clients Revenue 25%Generate Brokerage Revenue from all segments of min Rs 1 lakh per CRE and achieve YOY growth of 20% as a target, Within above , generate New Rev equivalent to 1 time CTC pm, Total revenue should have 10% revenue from commodity+Currency Business Improvement 10%Identify 2 customers pm for RM service. Client should have Asset equal to or > 1 lakh or ARPU equal to or > 800 . HNI poduct Sales will count too. Client Acquisition 10%Refer 2 leads pm to Sales from Client referrals each month or open 2 accounts pm MF 5%SIP of 25k pm as given by MF team, Achieve 10% client penetration from mapped clients Page 1 of 4 candidateDocumentFile.docx

Direct Responsibilities Acquire customers as per business plan Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Contributing Responsibilities Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects

Roles and Responsibilities Identify potential clients and build relationships with them to generate new business opportunities. Conduct market research to stay updated on stock market trends and provide expert advice to clients. Develop sales strategies to meet targets and achieve revenue growth. Provide exceptional customer service by resolving client queries and concerns promptly. Collaborate with internal teams to ensure seamless delivery of services.

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 time 6) 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) Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs. 12) Present sales, revenue and expenses reports and realistic forecasts to the management team maintain client activity ratio and report the same. 13) Identify emerging markets and market shifts while being fully aware of new products and competition status. 14) Implements national sales programs by developing field sales action plans. Knowledge of Equity Broking & Investment Products, Mutual Funds, PMS, AIF Location : - Calicut, Trivendrum, GOA, Delhi, Kochi,Mumbai

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI / UHNI clinets 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/ UHNI 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 clients6) Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition.7) To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.8) To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.9) To conduct and assist in organizing seminars, workshops and other business development activities. Location - Ahmedabad, Vadodra, Surat, Mumbai, Thane, Navi Mumbai, Rajkot, Delhi, Kolkata, Bangalore, Chennai, Hyderabad, Coimbatore, Trivendrum, Kochi, Pune.

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) Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs. 12) Present sales, revenue and expenses reports and realistic forecasts to the management team maintain client activity ratio and report the same. 13) Identify emerging markets and market shifts while being fully aware of new products and competition status. 14) Implements national sales programs by developing field sales action plans. Location - Surat, Ahmedabad, Bangalore, Calicut, Kochi, Trivendrum, GOA, Mumbai, Delhi

Job Title: Digital Client Acquisition Hiring at JM Financial Services (BlinkX App) Role: Digital Client Acquisition Voice Process (Demat Account Opening) Experience:Freshers can apply /Min 6 months Outbound Sales (BPO/Banking/Insurance) Languages: English + Hindi Education: HSC or Graduate Salary: 17K-25K Net + Incentives (up to 70K) Shift: 9AM7PM | 6 Days Working) How to Apply: To schedule an interview, please contact HR Dhanashri at 7796426785 via call or WhatsApp and send your CV.

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) Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs. 12) Present sales, revenue and expenses reports and realistic forecasts to the management team maintain client activity ratio and report the same. 13) Identify emerging markets and market shifts while being fully aware of new products and competition status. 14) Implements national sales programs by developing field sales action plans. Location - Surat, Ahmedabad, Bangalore, Calicut, Kochi, Trivendrum, GOA, Mumbai, Delhi

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Acquire digital clients for Demat accounts using provided leads. Drive app downloads and ensure KYC completion. Basic understanding of the stock market, including terms like Demat accounts, Nifty 50, Sensex, SEBI, etc. Required Candidate profile Salary: upto 25k+ Incentives up to 70K To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri: 7796426785 Perks and benefits Good Salary with Unlimited Incentives !

To work with partners to identify potential customers with financial protection needs. To provide professional insurance advice to customers . Earn up to 50k incentive + Fixed Salary Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply

Role & responsibilities Direct Responsibilities 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.

Candidate will be Responsible for Direct Sales of Demat and Retail accounts acquisition for equity, commodity, and currency. Responsible for generating revenue like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers Required Candidate profile A Person Having Knowledge of, Demat/Mutual Fund/Bond/FD/PMS/AIF Sales Product: Mutual Funds, PMS & AIF Market Knowledge Compliances