250 Demat Account Jobs - Page 4

The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning Roles and Responsibilities: It is direct sales profile so candidate should be able to acquire quality base clients through networking, ...

Wealth RM Location -Chennai Experience : 2+ years Qualifications: Any Graduate Experience in Dealing with Existing Clients Skills Required Should be ok for open market sales Must be ok for Sales Need to do client acquisition Products-Mutual Fund,Demat account,PMS Should do self sourcing

Job Title: Relationship Manager Job Type: Full-Time Job Description Be the primary point of contact between the respective customers and Astralink. Develop a deep understanding of partners and traders’ respective markets, competitive analysis and partner business activities. Formulate market development strategies for growth. Build a pipeline of new potential partners; Social. Forum / Channel participation. Ensure compliance and adherence of Astralink business, regulatory and brand guidelines. Manage existing customer relationships and co-ordinate issue resolution, and participate in related industry and partner events. Leading digital activities: content creation and customer engagement for...

Greetings!!!! We are having urgent opening for Financial Sales Consultant for one of the best Financial group Financial Sales Consultant will be responsible for planning & execution of strategies to connect & acquire large clients for organization, Financial Sales Consultant is expected to showcase best standard of services and equipped with latest development on products & economy. Designation:- Financial Sales Consultant Locations:- Kolhapur, karad, Nashik, Thane, Goregaon, Ahmedabad, Pune, Satara, Solapur Key Responsibilities: Demat Account Acquisition: Drive the acquisition of new Demat accounts through prospecting, networking, and referrals. Customer Onboarding: Assist clients with the ...

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 Freshers are encouraged to apply Candidates with minimum 1 year of...

Responsible for day to day activities related to admission of issuer companies & subsequent app in Admission Cell. Co-ordinate with RTAs/Issuer Companies/Exchanges/market participants & other Dept. Preparing various reports/MIS Required Candidate profile Min 1-6 yrs exp in capital markets in DP-Ops in MII'S Well conversant with depository operations and Dmat Account Opening & Closing Good analytical and verbal & written Communication Skills

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 ...

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...

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...

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 of...

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 of...

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 Dhanas...

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 standa...

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@b...

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@b...

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@b...

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@b...

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@b...

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 pr...

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 manage...