297 Demat Account Jobs - Page 5

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...

An Area Sales Manager leads and motivates his sales team to achieve sales targets by developing sales strategies, analyzing market trends, managing client relationships, and providing training and feedback to the team . Key responsibilities include setting regional goals, monitoring sales performance, expanding market presence, and collaborating with other departments to ensure smooth operations and customer satisfaction. Key Responsibilities Sales Strategy & Planning: Develop and implement strategic sales plans for an assigned geographical area to achieve sales targets for DEMAT Account, MF, SIP, PMS & Insurance . Team Leadership & Development: Recruit, train, guide, and motivate the sales ...

Role & responsibilities Sale of Demat and Broking Products Daily visit to branches and ensuring monthly business targets are met Clients Servicing Ensuring branch staffs are trained and maintaining good relationships with the bank branch staffs and Branch Head Ensure compliance on the activity at branches pertaining to sale of our product & post sale compliance Preferred candidate profile

Share your CV on Whatsapp 9116539974 or Mail Pushpendra.solanki@sbicapsec.com to apply for this role. Role & responsibilities Source Demat business via allotted bank branches. Key focus areas acquiring broking clients Acquiring clients for Demat Accounts and activating them for investments. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Activating clients for trading post acquisition. Greet and Re-direct customers to the appropriate counters based on their service needs. Maintain a list of FAQ by customers and proactively seek clarification . Promote Demat & Trading account. This position will b...

Responsibilities : Manage client relationships through regular communication and service delivery. Collaborate with sales team on cross-selling opportunities. Monitor market trends and provide investment advice. sales of financial products(Demat,.... Provident fund Annual bonus Sales incentives

Urgent Requirement for KYC Executive . Job Description: Must have knowledge of Demat account opening, KYC Modification, Dp Executive & KYC Co-Ordinator. Co-ordination with Clients. Must be have knowledge about C-kyc, KRA, Account opening, Demat & Trading account. E-mail Co-ordination. Experience - 0 to 5yrs Experience:- Graduate Fresher with Good English Communication also can apply. Job location- 3i-infotech Ltd. The crescent Solitaire Business Park. 3rd floor, Sakinaka Tele exchange lane, Sakinaka, Andheri East Andheri: 400072 Contact on the given number below urgently. 8652419133 ( Calling and What's app No.) Thanks & Regards, Rehman Sayyed rehman.sayyed@3i-infotechbpo.com 8652419133 ( Ca...

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 Sayali...

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.

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...

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...

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...

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...

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...

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...

An Area Sales Manager leads and motivates his sales team to achieve sales targets by developing sales strategies, analyzing market trends, managing client relationships, and providing training and feedback to the team . Key responsibilities include setting regional goals, monitoring sales performance, expanding market presence, and collaborating with other departments to ensure smooth operations and customer satisfaction. Key Responsibilities Sales Strategy & Planning: Develop and implement strategic sales plans for an assigned geographical area to achieve sales targets for DEMAT Account, MF, SIP, PMS & Insurance . Team Leadership & Development: Recruit, train, guide, and motivate the sales ...

PRIMARY JOB RESPONSIBILITIES Key Responsibilities: Develop and execute equity sales strategies to meet and exceed business targets. Build his own Team & P&L. Build and nurture relationships with institutional clients, HNIs (High Net-Worth Individuals), and retail investors. Promote and sell equity and related financial products, including stocks, ETFs, and derivatives. Stay updated on market trends, economic data, and equity research to provide clients with timely insights and recommendations. Identify and onboard new clients while retaining and expanding the existing client base. Collaborate with research teams to deliver tailored investment solutions. Manage, mentor, and motivate a team of...

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...