30 Demat Accounts Jobs

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.

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...

Were Hiring: Digital Relationship Manager Sales Location: [Indore] | Experience: 6 Months to 2 Years Join our high-energy Digital Broking team and drive client engagement through digital-first strategies! What Youll Do: Handle hot leads no cold calls! Understand client needs & offer smart financial solutions Drive customer success via digital channels Cross-sell products and manage CRM follow-ups Collaborate with teams to ensure smooth service delivery What You Bring: 6 Months in Relationship Management / Sales Strong communication + digital fluency (CRM, apps, tools) BFSI / Fintech / Digital background = bonus Passion for helping customers & growing business Why Join Us Fast-paced digital e...

Greetings from "APEX SERVICES" Designation- HNI Sales CTC- upto-18 LPA + incentive + other benefit HNI SALES ROLES & RESPONSIBILITIES: - 1- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2- Maintaining client relationships and generate AUM from preferred clients. 3- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4- Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5- To research, investigate and update them on available investment opportunities/financial market t...

Relationship Manager(Sales) Job Description:- Candidate will be responsible for Direct Sales of retail accounts acquisition for equity, commodity and currency. Responsible for third party business also like MF and PMS. Responsible for generating revenue from Third party product like Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. Responsible for New client Acquisition Revenue Generation Productivity IP & Insurance Sales JOB SPECIFICATIONS REQUIRED: Qualifications: - Any Graduate Degree holder. Experience Minimum 1 yrs in handling HNI Relationship. Sales & Financial Planning of HNI Clients from BFSI sector with good business / market kno...

Department : Alternate Channel / Banca Channel Role : Sales Grade : E1/E2 Designation : Assistant Manager/Deputy Manager Years of Exp : 0 to 4 yrs CTC upto - 4.5 Lacs Per Annum 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 custom...

Urgent Hiring in Wealth Profile. Location: Mumbai, Bangalore, Delhi, Noida, Gurugram, Bhopal, Agra, Chennai Preffered Candidates From Stock Broking. JOB DESCRIPTION Role Responsibilities: Client Relationship Management: *Cultivate and manage relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences. *Act as the main point of contact for clients, addressing their inquiries, providing regular updates, and ensuring a high level of client satisfaction. *Deepen the relationship by Cross selling other financial Products- Mutual Funds, Equity, PMS, AIF and Services according to Customer Needs. *Enhance the profitability of the relationship by i...

Designation - Sales Associate Grade - E1 to E4 Offered CTC Up - 4.50 Lakhs per Annum Position Purpose New Client Acquisition for Sharekhan and to help grow its new business. Direct Responsibilities Acquire 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 Seek references from customers/prospects Contributing Responsibilities Providing service and handholding to customers Technical & Behavioural Competencies Basic knowledge of MS-Office. Knowledge about Capital Markets. Behav...

You will be responsible for generating revenues by selling CASA and Third Party Products such as Insurance, Mutual Funds, Online Trading, and Demat Accounts through the Sales Channel. Your primary goal will be to achieve the business objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume, and channel Productivity metrics. Additionally, you will lead a large Sales Channel comprising of Team Leaders and Sales Executives, ensuring Recruitment, Training, Retention, and Mentoring of Sales teams. To excel in this role, you should have experience in handling large teams, with a background preference in the following order: Banking, Financial Service, FMCG, or Tele...

Experience : Min 2+ years - Digital Sales Qualification : Graduate / Post Graduate CTC : Decent hike on your current CTC Department : Sales & Marketing Locatio n : Fort Roles & Responsibilities: 1. Answer incoming calls and respond to customers emails 2. Pitch our product (Stoxbox) information and features to the customers and onboard the customer. This is a target driven role 3. Managing and resolving customer complaints 4. Identify and escalate issues to supervisors 5. Research required information using available resources 6. Research, identify, and resolve customer complaints using applicable software 7. Route calls to appropriate resources 8. Document all call information according to s...

Designation: Sales Business Partner Salary :: Up to 7.50 LPA + Incentives + benefits Recruitment Parameters Increasing Distribution through Coding of new Partners & increasing LA base Pragati Promotion SAP / CAP Creation Partner Promotion Handhold & Coach Distribution for Recruitment Minimum Distribution Criteria of 8:80 Business Parameters Meet the budgeted business numbers Maintain minimum Persistency of 85% Coach & Train Agency to work Independently & Digitally Meet the CLA numbers Initiatives to improve Partner Income Periodic meeting of Partners & LAs Support Agency with all relevant report & MIS Ready to hustle in the field and grow fast? Apply now! For more information, contact +91 84...

Job Title: Senior Finance / Accounts Manager - Single Family Office Location: Bangalore, India Reporting To: CIO/Family Office Head Type: Full-time | On-site Experience: 3-5 years Qualifications CA Inter / MBA/ M.Com / B.Com • 3-5 years of experience in accounting, taxation, and compliance Hands-on with Tally ERP, GST, TDS, banking, and payment processing About the Family Office We are a privately managed Single Family Office overseeing a diversified portfolio that includes rental-yielding real estate, Direct Equities, Mutual Funds, PMS, AIFs, Bonds, REITs/InvITs, and Global Investments. Role Overview We are seeking a dependable and detail-oriented Senior Finance & Accounts Manager to manage...

Roles and Responsibilities: Liaise effectively with existing Wealth Relationship Managers within SBI to foster collaboration and identify new business opportunities. Conduct regular visits to SBI Wealth Branches , building strong relationships and liaising proactively with bank officials to drive joint initiatives. Take primary responsibility for the acquisition of new Wealth clients , expanding the client base for Sbicap Securities. Lead marketing efforts and provide comprehensive training to Wealth RMs on Demat and trading accounts, ensuring they are equipped to promote these services. Oversee and manage the daily deliverable activities of the business , with a key focus on achieving estab...

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...