250 Demat Account Jobs - Page 9

Maintaining daily transaction entered in Tally Managed letters of credit and bank guarantees, ensuring timely Calculated bank interest and charges, verified accuracy, and updated ERP system accordingly. Handling Demat Account, SIP Accounts.

Roles & Responsibilities: Responsible for verification of KYC and opening Demat & Trading Account Manage finanacial accounting and Reporting Maintaing Demat account and ensure necessary changes if required. Answering queries of Customer related to Demat Account. Managing all the work related to demat account opening and maintenance. Also responsible for all CDSL related task. To ensure all compliance is adhered to all the times. Proficiency in financial software and trading platforms. Familiarity with accounting software and MS Excel is essential

Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insig...

Responsible for acquiring and managing HNI clients, achieving sales and cross-sell targets, upgrading portfolios, tracking relationships via CRM, analyzing market trends, and conducting regular client and partner meetings to drive business growth.

-Experience in CASA, insurance, DMAT, SIP, as sales person -Industry – Banks, Broking and insurance -Client acquisition -Portfolio management -Market research -Cross-selling Acquiring HNI clients (Affluent & Super Affluent)

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

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

TEAM TARGET -Complete teams KRAs -Manage team P&L -Generate brokerage(70% of the target) 2.Cross selling TPP(THIRD PARTY PRODUCT) through team 3.Manage existing clients, acquire clients through team Should have handled a team for atleast 2 years

-Experience in CASA, insurance, DMAT, SIP, as sales person -Industry – Banks, Broking and insurance -Client acquisition -Portfolio management -Market research -Cross-selling Acquiring HNI clients (Affluent & Super Affluent)

Looking for a Female Graduate Stock broker, Should handle stock trading activities and provide investment advice to clients, HNI Handling, Portfolio Management, Min 1 Year Exp, Need to work from Mon-Sat(9 AM to 6 PM), Call 8100917238(HR Astidipa)

-Experience in CASA, insurance, DMAT, SIP, as sales person -Industry – Banks, Broking and insurance -Client acquisition -Portfolio management -Market research -Cross-selling Acquiring HNI clients (Affluent & Super Affluent)

Responsibilities: * Manage sales team performance & development * Meet revenue targets through strategic planning & execution * Build client relationships through effective communication Health insurance Accidental insurance Sales incentives Mobile bill reimbursements

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 & S...

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 ov...

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) ...

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 imme...

. 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...

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 & advis...

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 prod...

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 orientatio...

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 Ch...