188 Demat Account Jobs - Page 7

JOB DESCRIPTION Job Details: Job Title Client Relationship Associate Role Description: Responsible for relationship management with channel partner, new client acquisition & customer relationship management (For Corporate Salary Account Holders). Responsible for achieving targets as assigned by the organization monthly basis. Lead generation for Demat & Trading Account. Conversion of leads into clients for Trading Account. Responsible for managing client relations post acquisition. Activation of acquired accounts. ¢ Training of Channel Partner resources on account opening process. Skill Sets: Education Qualifications Work Experience Required Language Graduate / Postgraduate/MBA Marketing & Sales 0 to 2 Years English, Hindi, Regional Language Reading/Writing/Speaking: Specialist functional Exposure needed if any Sales, Marketing, Wealth Management, Demat Account Opening. Competencies Required: (Behavioral & Technical / Functional): 1. Target Oriented 2. Good Communications Skills 3. MS Excel Skills 4. Team Player Interested candidates can e-mail their CV on: neha.pawar.ext@ysil.in

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) / UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice.4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.6) Maintaining client relationships and generate AUM from HNI / UHNI clients.7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.9) To coordinate with product and research team for taking investment decision for the clients.10) To conduct and assist in organizing seminars, workshops and other business development activities. An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Location - Ahmedabad, Surat, Mumbai, Thane, Navi Mumbai, Delhi, Kolkata, Bangalore, Chennai, Hyderabad, Coimbatore, Pune, Trivendrum, Kochi, Vadodra, Rajkot,

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

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

Job description Dear Candidate, Greetings From APEX SERVICES Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-5.5 LPA + incentive + Other benefit Branch DealingRole & responsibilities GENERAL ROLERole & responsibilities 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing client. 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as and when required Kindly reply with an updated cv on apex.sandhyapatel@gmail.com if you are interested in the mentioned job role.You can also call on 8429944115

. 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, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products We are currently looking for candidates who can join us with an existing client base.

Work inside the bank branch and sell insurance products. Get leads from walk-in bank customers. Help the bank team to promote insurance plans. Meet monthly sales targets. Give good service to customers. 9904750213 - Nisha HR Required Candidate profile Graduate (mandatory) 1+ year of sales experience (BFSI preferred) Good communication and people skills Perks and benefits On Roll Job Attractive Incentive + Bonus Others

We have an opening with an leading broking company for locations Bangalore, Coimbatore, Kerala and Chennai This profile must manage 2 to 3 banks and manage more than 10 branches and open 80 accounts minimum with lead support. should have good knowledge of demat account opening, SIP and other investment products if u are looking opportunity in Bank Channel then pls share your resume at neha.arora@upgrad.com or Whatsapp cv at 7988546880

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

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.

Location - Mumbai/New Delhi/Kolkata/Hyderabad New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a monthly basis. Migrating offline clients to do online trading. Regular updates to the immediate superior as a when required. Qualification: Graduate Experience: 2-5 Years Key Skills: Good communication skills Strong analytical skills Customer orientation Functional Area: Sales

New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a monthly basis. Migrating offline clients to do online trading. Regular updates to the immediate superior as a when required. Qualification: Graduate Experience: 2-5 Years Key Skills: Good communication skills Strong analytical skills Customer orientation Functional Area: Sales

Department : Alternate Channel (Bank Channel) Role : Key Account Manager/ Sales Relationship Manager Location : Mumbai Interested Candidates can share their resumes - shibani.singh@kotak.com Roles & Responsibilities: - Will be responsible for sourcing & deepening relationships from existing customer base of Bank Will be responsible for selling Equity based investment products to this set of customer base. Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner bank Channel customer base. Required Skills : - . Graduate / Post graduate with minimum 1 year of selling experience.. . Should have good communication & presentation skills. . Should be a self-starter, proactive & target oriented. . Should possess strong networking & relationship building skills. May have good existing client relationships in the market. Should have effective servicing skills and should be excellent in conflict management. Perks & Benefits: Travelling Allowance Corporate Sim Card Company Mediclaim Interested Candidates can share their resumes - shibani.singh@kotak.com

Responsible for day to day activities related to onboarding of issuer DP Participants Co-ordinate with SEBI/ exchanges/ market participants Prepare MIS/Reports and agenda & minutes of various meetings Working on SEBI queries/Regulatory submissions Required Candidate profile Min 10+ yrs exp in capital markets in DP-Ops/ Clearing & Settlement /Market Infra Institutions Team Leadership Experience is a must Good analytical and verbal & written Communication Skills Perks and benefits 40% additional Performance Bonus + Mediclaim

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

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

Dear Apploicants We are hiring CSP RO for kolkata location. Interested candidates may go through the following job description and other details. Job Descripion: 1. Building and maintaining the relationship with mapped areas CSRMs and senior team. 2. Regularly visiting corporates of assigned area along with CSRMs for the bulk client acquisition. 3. Develop and maintain contact with the clients, Participate in sales activities to achieve target 4. Demat & Trading account Activation 5. Handling product queries and service issues 6. Meeting clients, collecting documents, Explaining Schemes and Products offering, personalized service to clients 7. Ensure the achievement of given business target Qualification: Graduation Age: upto: 34 Years Reporting to: Sales manager(Team Leader) Package: CTC + lucrative incentives Interested candidates may come for walk in interview also,can share resume at sakina.chowdhury@sbicapsec.com Thanks & Regards Sakina Chowdhury 9831186780

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

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

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

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

Role & responsibilities Responsibilities will include opening demat accounts, processing modifications post-account opening, and maintaining accurate client records. The ideal candidate should be organized, detail-oriented, and proficient with computers. Preferred candidate profile The ideal candidate for this role should be organized, detail-oriented, and capable of managing tasks accurately. Freshers are welcome to apply, and no prior experience is required. Basic knowledge of demat accounts and the account-opening process is a plus, but training will be provided. Proficiency in using computers, especially MS Office (Excel and Word), is essential, and familiarity with financial software or CRM tools would be an advantage. Good communication skills, both written and verbal, are important for interacting with clients and team members. We are looking for someone who is dependable, trustworthy, and comfortable handling sensitive client information. A problem-solving attitude and the ability to work independently or as part of a team are key. A self-motivated and proactive approach to learning and work will help freshers excel in this role.

We are hiring for Relationship Manager Dealing (Equity Dealer) Location-Delhi/NCR (Noida , Karol Bagh) Salary: Best as per Candidature Job Description: 1. Execute the orders on behalf of clients by doing Pre trade post trade confirmation. 2.Responsible to achieve 3-times revenue of CTC. 3.Opening new Dmat and trading accounts of clients through self sources and through the companys leads. 4. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 5.Responsible for achieving maximum sales target assigned thus ensuring profitability of Initial Public Offering (IPO) & Mutual Fund business and deals in all the cross sales at SMC. 6. Candidate should be Graduate + Certified NISM 8 Equity Derivatives module

We are looking for an enthusiastic and detail-oriented intern to join our Wealth Management team. This internship will offer hands-on experience in financial planning, investment analysis, client servicing, and portfolio management support

Hiring @ JM Financial Services (BlinkX App) Role: Digital Client Acquisition Voice Process (Demat A/c) Location: Thane Salary: 17K To 25K Net + Incentives up to 70K Shift: 9AM7PM | 6 Days Work 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