43 Demat Accounts Jobs

Career Opportunity: Field Relationship Officer - Mutual Funds Sales & Equity Dealers in Bangalore. Eligibility: Graduate with 1 year experience for both positions. Note: NISM 8 is mandatory for equity dealers. English, Hindi, and Kannada language skills are required. Salary range: 3 LPA to 5 LPA. Age limit: not above 32 years. Walk-in interview after client shortlisting. Email: brdassociates@workmail.com or call 8377024167

You will be responsible for the following tasks as an intern at Bondbazaar: - Attending regular meetings - Opening and activating Demat accounts (activation requires completing at least one trade of 100 or more) - Executing one self-trade of 1,000 About Company: Bondbazaar is a comprehensive financial platform that empowers investors with a diverse range of fixed-income and wealth-building products while providing unparalleled expertise in bonds as the core offering. The company aims to transform the way individuals and institutions invest in bonds and other financial instruments, making the process simpler, more transparent, and accessible through partnerships, education, and innovation. Yo...

Department - Broking Channel Designation: Branch Sales - RM Grade: E1/Deputy Manger/Assistant Manger Years of Exp: 0 to 2 yrs Reporting to: M3/M4 Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 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 Skills & Knowledge : 1. Graduate / Post graduate with 0 4 yrs exp...

TAre you passionate about financial markets and skilled in selling investment products Join our team as a Relationship Manager , where you will play a key role in acquiring clients and promoting top-tier financial solutions. We are looking for dynamic and motivated professionals with experience in Stock Broking, Depository Participant (DP) services, Mutual Funds , or those holding valid NISM certifications . If you have strong marketing skills and a keen interest in financial products, this role is perfect for you. You will be responsible for driving sales of Demat Accounts, Online Trading Accounts, and Mutual Funds , while ensuring excellent client engagement. Key Responsibilities Acquire a...

As a Customer Care Executive at our company, your primary role will be to handle inbound and outbound calls, emails, and chats to resolve client queries related to trading, demat accounts, and transactions. You will be responsible for addressing and resolving complaints related to order execution, fund transfers, margin issues, or statements. Additionally, you will assist in onboarding new clients and guide them through the account activation process. It will be crucial for you to coordinate with internal departments for issue resolution and follow up with clients for feedback to ensure customer satisfaction. Moreover, hands-on experience with Excel will be beneficial for this role. Qualific...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.4) Serving as the primary point of contact for key accounts, addres...

Applications are invited for the role of Mutual Funds Advisor in Delhi, Bangalore, and Ahmedabad. To be considered, candidates must hold a Graduate Degree and have 6 months to 3 years of sales experience in Mutual Funds Sales /Demat Accounts /SIP. . The CTC ranges from 3 LPA to 5 LPA. English and local language proficiency is essential. Working hours are from 9 am to 6 pm, with Sundays off. Interested applicants can email - brdassociates@workmail.com or call 8377024167. NoTe - Age limit not above 32yrs

Dear Candidate, Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 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 Skills & Knowledge : 1. Graduate / Post graduate with 0 4 yrs exp in direct selling of financial products from any financial services industry. 2. Should have good communication & presentation sk...

Role Overview: As a Fixed Income Sales Executive at MeraDhan, your main responsibility will be to sell fixed-income products such as corporate bonds, G-Secs, and MLDs. You will be acquiring clients and providing them with advice on suitable bond opportunities based on their risk profile and return expectations. Key Responsibilities: - Acquire and onboard retail/HNI clients for bond investments - Pitch available bonds, explain yields, risks, and maturities - Assist clients in buy/sell transactions through the bond platform - Maintain strong client relationships and handle ongoing queries - Track market updates, credit rating changes, and new issuances - Achieve monthly sales targets and maint...

Were Hiring Investment Relationship Manager! If you have 1+ years of experience in client relationship management, sales or investment roles, this is your opportunity to grow with us! Location: Hyderabad Experience: 1-4 Years Salary: 2.50 LPA-4.5 LPA Immediate Joiners Preferred What Were Looking For: Acquire new clients and grow AUM & SIP book. Strengthen and manage client relationships. Achieve branch targets in AUM, SIP, and client acquisition. Strong communication & interpersonal skills. Self-motivated, target-driven, and good at client relationship building. Graduate/Postgraduate with capital market knowledge. NISM V(A) Mutual Fund Certification Send your CV to: pulivarthy.archana@mgcsin...

Brief Job Description : Acquiring customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients and cross sell (MF SIP) Seek references from customers/prospects Candidate Eligibility: Candidate should have minimum 2 years of experience in BFSI / NBFC Sales Graduation is a must Good Communication Skills Please note : It is a field sales role.

As a Customer Care Executive at our company, your role will involve handling inbound and outbound calls, emails, and chats to resolve client queries related to trading, demat accounts, and transactions. You will address and resolve complaints related to order execution, fund transfers, margin issues, or statements. Additionally, you will assist in onboarding new clients and guide them through the account activation process. Your responsibilities will also include coordinating with internal departments for issue resolution, following up with clients for feedback, and ensuring customer satisfaction. It is essential to have hands-on experience with Excel. Qualifications required for this role i...

As a Wealth Management & Sales team member at Mint Capital, a proud partner of Angel One Ltd, you will have the opportunity to play a crucial role in providing financial solutions to clients to secure their financial future. Your responsibilities will include: - Gaining hands-on knowledge of various financial products such as mutual funds, insurance, demat accounts, trading platforms, and the stock market. - Demonstrating expertise in a wide range of financial products and services, including wealth management solutions, insurance products, and investment vehicles. - Working closely with experienced mentors to understand sales strategies and enhance customer engagement. - Making outbound cal...

1) Candidate will be responsible for direct sales of Demat accounts and Margin collection for Equity, Commodity and Currency from Bank Channel 2) Responsible for generating revenue from Insurance, Value pack & ACE ,TGS. 3) Responsible for cross sale product like MF and PMS. 4) Candidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients. 1-2Years. Should be from a Bancassurance channel - sourcing Demat Accounts, Life Insurance, MF Should be having core sales background and not into product development or Backend ops. Must have excellent communication skill and ok to travel. Demat Sourcing, Insurance Selling, English Speaking, Knowle...

Job Title: Wealth Manager Location: Pune and Mumbai Job Type: Full Time The Role: We are seeking a proactive and client-oriented Wealth Manager to join our dynamic team. The successful candidate will play a key role in acquiring new clients, understanding their investment needs, managing their portfolios, and maintaining long-lasting relationships. If you have a passion for financial markets, excellent communication skills, and a commitment to client service, we want to hear from you. Responsibilities: Generate Leads: Actively identify and pursue new client opportunities to expand our mutual funds distribution business Build Personal Touch: Build and maintain strong relationships with client...

Equity Advisor -Mutual Funds - Budget 3 LPA to 5 LPA Work location - Delhi. Banglore. Chennai & Ahemdabad . Mumbai and Hyderabad Graduate degree with minimum 6 months to 3yrs maximum in mutual funds Sales/ Deemat Account Sales/SIP Sales/Equity Sales/Insurance Sales. Excellent English Speaking skills + Hindi + Local State language Age limit not above 32 yrs DL + Own 2- Wheeler Call 8377024167 OR brdassociates@workmail.com

1) Candidate will be responsible for direct sales of Demat accounts and Margin collection for Equity, Commodity and Currency from Bank Channel 2) Responsible for generating revenue from Insurance, Value pack & ACE ,TGS. 3) Responsible for cross sale product like MF and PMS. 4) Candidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients. 1-2Years. Should be from a Bancassurance channel - sourcing Demat Accounts, Life Insurance, MF Should be having core sales background and not into product development or Backend ops. Must have excellent communication skill and ok to travel. Demat Sourcing, Insurance Selling, English Speaking, Knowle...

Sales Executive Financial Products Location: Thane Employment Type: Full-time | On-site Company: Pathfinders Wealth Creators Pvt. Ltd. About Us Pathfinders Wealth Creators Pvt. Ltd. empowers individuals to achieve success in the financial markets through expert-led training and advisory services. We offer solutions in Algo Trading, Demat Accounts, and Insurance , helping clients grow and manage their wealth effectively. Role Overview We are seeking motivated Sales Executives to promote our financial products and training services. The role involves engaging potential clients, explaining product offerings, and converting leads into customers, contributing directly to business growth. Key Resp...

Role Overview: As a Relationship Manager in the company, your primary responsibility is to develop and maintain strong client relationships. You will be tasked with understanding your clients" financial goals and providing appropriate investment guidance. You will assist clients in opening and managing Demat accounts, handling transactions, and ensuring the smooth execution of trades. It is crucial to stay updated on stock market developments and effectively communicate relevant insights to clients. Furthermore, resolving client queries and ensuring high levels of client satisfaction and retention are also key aspects of your role. Key Responsibilities: - Develop and maintain strong client r...

Job Description: As a Stock Broker at CapitalVia in Indore, your primary responsibility will be to trade, manage investments, handle finances, provide brokerage services, and engage in stock broking activities on-site. Key Responsibilities: - Direct sales of demat accounts for Axis Securities and margin collection for equity, commodity, and currency - Generate revenue through brokerage - Utilize trading and stock broking skills effectively - Apply investment and finance knowledge to make informed decisions - Leverage experience in broking/advisory services - Demonstrate strong analytical and decision-making abilities Qualifications Required: - Bachelor's degree in Finance, Economics, or a re...

You will be responsible for the following tasks as an intern at Bondbazaar: - Attending regular meetings - Opening and activating Demat accounts (activation requires completing at least one trade of 100 or more) - Executing one self-trade of 1,000 Bondbazaar is a comprehensive financial platform that empowers investors with a diverse range of fixed-income and wealth-building products. The company specializes in providing unparalleled expertise in bonds as the core offering. Bondbazaar aims to transform the way individuals and institutions invest in bonds and other financial instruments by making the process simpler, more transparent, and accessible through partnerships, education, and innova...

We are hiring a Senior Sales Manager to lead a team of agents, achieve sales targets, and help customers choose the right life insurance plans. Role & responsibilities Present yourself to clients and provide clear explanations of life insurance products. Assist clients with post-purchase assistance and insurance renewals. Hire and teach salesmen and consultants for insurance. Encourage your group to meet monthly sales goals. Encourage and lead your group to achieve greater results. Give your management an update on your sales performance. Preferred candidate profile Graduate in any field 2+ years of sales experience, preferably in life insurance or finance. Good communication and people skil...

The Customer Care role in Agra requires handling inbound and outbound calls, emails, and chats to assist clients with trading, demat accounts, and transactions. You will address and resolve complaints regarding order execution, fund transfers, margin issues, or statements. Additionally, you will support in onboarding new clients and guide them through the account activation process. Coordination with internal departments for issue resolution is essential. Ensuring customer satisfaction by following up with clients for feedback is a key responsibility. Proficiency in Excel is also required for this role. The position is full-time, and the job offers a CTC in the range of 1.20 Lacs to 1.44 Lac...

Department - Broking Channel Designation: Branch Sales - RM Grade: E1/Deputy Manger/Assistant Manger Years of Exp: 0 to 2 yrs Reporting to: M3/M4 Roles: 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 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 Skills & Knowledge : 1. Graduate / Post graduate with 0 4 yrs exp...

Provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products. KYC Documentation & Processing. Checking CKYC Compliance. Transfer, Gift and Transmission of Funds. Demat, Broking and F&O Account Opening. Demat, re-mat of shares and other securities.