15 Demat Accounts Jobs

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 trend to determine whether they fit into clients portfolios. 6- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7- To conduct and assist in organizing seminars, workshops and other business development activities. Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role. you can call also on 8429944115

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 knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

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 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. Two wheeler is mandatory.

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 increasing the relationship size, cross selling the right products, acquiring accounts and retaining relationship. Financial Planning: *Conduct comprehensive financial assessments for clients, identifying their financial needs, goals, and risk tolerance. *Develop personalized financial plans and investment strategies to help clients achieve their objectives. Product Advisory: *Provide advice on a range of wealth management products and services, including investment portfolios. *Stay informed about market trends, economic developments, and regulatory changes that may impact clients' portfolios. Portfolio Management: *Build and manage investment portfolios based on clients' risk profiles and financial objectives. *Monitor and analyze portfolio performance, making adjustments as necessary to optimize returns and manage risks. Business Development: *Identify and pursue opportunities to expand the client base through referrals, networking, and other business development activities. *Collaborate with internal teams to cross-sell other financial products and services. Compliance and Risk Management: *Ensure compliance with regulatory requirements and internal policies. *Assess and manage risks associated with client portfolios and financial plans. Desired qualifications: Graduate/Postgraduate Certifications Preferred: NISM-Series-V-A: Mutual Fund Distributors Certification Examination Series-XXI-A Portfolio Management Services (PMS) NISM Series XIX-A: Alternative Investment Funds NISM Series XIX-B: Alternative Investment Funds Overall Experience Required: 6 +Years. Location: Mumbai, Bangalore, Delhi, Noida, Gurugram, Bhopal, Agra, Chennai Reports to: Business Head Salary Range : 8 -14 LPA Interested candidate can share resume on consult.executivesearch@gmail.com or You Can connect us on +91 7703945182

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. Behavioural Skills: Ability to collaborate / Teamwork Client focused Self Motivated. Transversal Skills: Analytical Ability Ability to develop others & improve their skills Education Level: Bachelors degree or equivalent Experience Level At least 1 years experience in Selling Financial Products Can Consider Profile from other industries as well but should have sales background. If Interested please share your updated CV on consult.executivesearch@gmail.com or you can also contact us @ +91 7703945182 Only Relevant Candidates Apply.

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 Communication. The ideal candidate will possess excellent written and oral communication skills. A minimum of 4 years of work experience and either an MBA or Graduate degree is required for this position.,

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 standard operating procedures 9. Recognize, document, and alert the management team of trends in customer calls 10. Follow up customer calls where necessary 11. Complete call logs and reports

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 84888 33693 | shraddha@tekpillar.com

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 day-to-day accounting, tax compliance, vendor payments, and investment documentation. The role requires ownership of books across entities, ensuring all financial and compliance activities are accurate, timely, and well-documented. Key Responsibilities Accounting & Bookkeeping (Tally ERP) Maintain books of accounts for Pvt Ltd companies and family members using Tally ERP • Record all income, expenses, inter-entity transfers, and investment transactions accurately. Handle monthly bank, credit card, and inter-company reconciliations • Prepare trial balances, P&L, and Balance Sheets for internal review Tax & Statutory Compliance File monthly GST returns and manage GSTR-1 and GSTR-3B • Handle quarterly TDS filing • Track and pay advance taxes, support annual ITR coordination • Liaise with external CA firms for audits and tax filings • Coordinate with Company Secretary for ROC filings and statutory records Payments & Expense Management Process vendor and service provider payments through online banking/offline channels Maintain expense tracker for recurring bills and subscriptions Ensure all disbursements are supported by proper invoices and approval trails Investment Documentation & Onboarding Manage KYC, onboarding, and documentation for new investments in: Mutual Funds, PMS, AIFs, Equities, ETFs, Bonds Coordinate with fund managers, brokers, and platforms for: o Account opening forms, FATCA, CRS, POAs, nominee forms Maintain signed agreements, statements, and onboarding packs Ensure timely submission of LRS-related documents like Form A2 and 15CA/CB (with CA support) Administrative Support & Record Keeping Maintain both digital and physical documentation for all entities Coordinate with the investment analyst or CIO for updates to Asset Vantage • Ensure audit readiness through organized, up-to-date records Candidate Profile 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 Preferred Experience Exposure to investment operations, HNI/family office environment Familiarity with onboarding processes for MFs, PMS, AIFs, equity, demat accounts • Working knowledge of Asset Vantage, Excel, and document management tools Key Attributes • Trustworthy and discreet handling sensitive financial data • Detail-oriented with strong follow-through Good communicator able to coordinate with CA firms, wealth managers, and internal team • Independent, proactive, and able to manage multiple priorities What We Offer • Opportunity to work in a lean, professional, and long-term family office setup • Diverse exposure to financial and investment operations Collaboration with experienced CIO and external advisors Competitive salary with performance-linked bonus Sowmya Samvith Technologies 9844188855

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 established Key Performance Indicators (KPIs) and maintaining high standards of service quality. Specific focus areas include driving Client Acquisitions & Activations . Qualification: Graduation is Mandatory. Desired Candidate Profile: Proven experience in client acquisition or relationship management, preferably within the financial services or wealth management sector. Strong understanding of Demat accounts, trading platforms, and capital markets. Excellent interpersonal skills with the ability to build and maintain strong relationships with bank officials and clients. Highly self-motivated, target-driven, and results-oriented. Strong presentation, communication (verbal and written), and negotiation skills. Ability to work collaboratively in a cross-functional environment.

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, Knowledge of Local Language, relationship management, networking skills with customer service intent, interpersonal skills

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) 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, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Pune, Trivendrum, Kochi,Indore, Jaipur

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, addressing queries and providing excellent customer service to ensure client retention.5) Developing and implementing strategic plans and initiatives to grow the business with key accounts.6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Pune, Trivendrum, Kochi,Indore, Jaipur

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, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location :Ahemdabad, Delhi, Trivendrum,Mumbai,Surat,Chennai,Bengaluru,Hyderabad, Kolkata, Pune,Kochi,Indore,Jaipur