841 Demat Jobs

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto- 4.5 LPA + incentive Roles and Responsibilities: 1) New client acquisition 2) Cross selling of third party investment products 3) Will be responsible for selling Equity based investment products to this set of customer base. 4) Will be responsible to develop business, maximize revenue generation & achieve sales Skills : 1) Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. 2) Proven experience in sales, client acquisition, and relationship building. Kindly reply with an updated CV on apex.pragati@gmail.com if you are interested in the mentioned Job Role. you can also call on 7752865344

Urgent Hiring For A Well Renowned Broking Firm Urgent hiring for a Well renowned Company for Relationship manager & Sr. Relationship Manager Position (To Sell Life insurance, Mutual Fund, Demat, SIP, Equity, All Cross Products.) Eligibility:- Graduation from any stream. Sales Profile only from Banking, Insurance & Securities / Broking Sector Candidates Required. Willing to work for Equity Products. (Insurance, Mutual Fund, Demat Accounts, Equities,FD,SIP Etc.) Minimum Experience 1 Year. Highlights of Profile:- 1. Upto 25 - 40% hike in CTC+ Variables & huge incentives. 2. Internal Grade Hike. 3. Senior most middle management profile. 4. Co. based clients (HNI & ULTRA HNI). 5. Upto 45L annual incentives (Performance based). 6. 10-20% Annual Increments (Performance based). 7. One round Selection process. Interested Candidates Please Drop Their CVs at: - consult.executivesearch@gmail.com Or call on below shared numbers between 10 to 7pm. Regards E S Consultant 7703945182

Position Overview We are seeking a dynamic and results-driven Relationship Manager to join our team. This role is pivotal in fostering strong relationships with our clients and ensuring their investment needs are met with the highest level of service. The ideal candidate will possess a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. With an annual salary of 10,00,000 , this full-time position offers an exciting opportunity to work in a fast-paced environment across multiple locations including Delhi, Other Madhya Pradesh, Mumbai City, and Pune . Key Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNI) to understand their investment needs and objectives. Provide expert advice on investment opportunities, including mutual funds, equity derivatives, and stock broking. Conduct market research and analysis to identify trends and opportunities in the share market. Assist clients in the acquisition of demat accounts and guide them through the investment process. Achieve sales targets and contribute to the overall growth of the company. Prepare and deliver presentations to clients, showcasing investment strategies and portfolio performance. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. Stay updated on market developments and regulatory changes affecting the investment landscape. Qualifications The ideal candidate will possess the following qualifications: A minimum of 2 to 7 years of relevant work experience in relationship management or a similar role within the financial services industry. Strong knowledge of investment products, including mutual funds, equity derivatives, and stock broking. Proven track record in sales and HNI acquisition. Excellent communication and interpersonal skills, with the ability to build rapport with clients. Strong analytical skills and a keen understanding of market trends. Ability to work independently and as part of a team in a fast-paced environment. Proficiency in relevant financial software and tools. If you are a motivated individual with a passion for finance and client service, we invite you to apply for this exciting opportunity. Join us in making a difference in the lives of our clients by helping them navigate their investment journeys.

This is a full-time on-site B2B Business role with one of the Leading Wealth Advisory firm. You will be responsible for analytical tasks, financial management, team management, customer service, and sales activities on a day-to-day basis. The job location for this role includes Ahmedabad, Surat, and Mumbai. The ideal candidate should have 4 to 9+ years of experience in the relevant field. Key qualifications for this position include analytical skills and finance expertise, team management and customer service abilities, sales experience, and experience in selling Wealth products, Financial products, Mutual Fund, Demat, Insurance, etc. Additionally, strong leadership and organizational skills, excellent communication and interpersonal skills are required. A Master's Degree or Bachelor's degree in Business Administration or a related field is preferred. If you meet the qualifications and are interested in this opportunity, please share your CV to wormhole.ho@gmail.com.,

Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.

Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Team Leader Dealing CTC- upto-11 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for handling team of dealer 2) To ensure team achieves the assigned target 3) Will be responsible for reviewing and evaluating there performance. 4) Order punching on behalf of client. 4) Grduation and nism 8 certificate is mandatory. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Customer Service Executive Ghansoli, Mumbai | 2.5 – 3.20 LPA | Freshers & 1-3 yrs exp Join India’s 3rd largest banking financial company! Handle customer queries on Trading & Demat accounts Voice & Non-Voice (calls, emails, chats) Required Candidate profile Good English & Hindi communication needed Basic computer skills + problem-solving attitude call 8080126356 Ekta www.hyfly.in

Join the 3rd largest bank broking firm as a Quality Auditor Key Responsibilities: Audit dealer-client order placement calls Identify and report discrepancies/non-compliance Prepare detailed audit reports Collaborate with compliance & training teams Required Candidate profile 1-3 years experience in quality audit/compliance (financial services preferred) Knowledge of stock exchange regulations Bachelor’s degree Fluency in Malayalam, Bengali or Telugu call 9082104424 Sanika

MNC Bank-Video KYC Officer Thane | Malad | Vashi Day Shift|Outbound Process Salary: • Fresher: 17K net • Voice Exp: Up to 4.5 LPA All banking benefits Shift to Branch Banking after 2 yrs Call Vidya -9773553319 Apply: www.hyfly.in Required Candidate profile Do Video KYC Call customers to complete Full KYC. Verify Details Match docs with what’s submitted. Right Person Only Ensure the real customer Cross-Sell Pitch relevant banking products.

Job description Roles and Responsibilities Demat Account Sales To source the business via allotted bank branches. Key focus areas Acquiring broking clients (primarily on line) • Activating clients for trading post acquisition • Greet and Re-direct customers to the appropriate counters based on their service needs. Providing clients with Demo & handhold to initiate trading activities after account opening. Maintain a list of FAQ by customers and proactively seek clarification . Promote Demat & Trading account. Selling of third party products. Desired Candidate Profile:- Minimum qualification :Graduation. Age :not more than 29 Years. Should have keen interest in sales and marketing. Location: - Faridabad/ Noida ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Anil Yadav -9891991341(Anil.Yadav@sbicapsec.com) ********************************************************************************************************************************************************************************************************************

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Role & Responsibilities : Will be responsible to drive New to Business and Existing to Business Acquisition across open market. Will be accountable for trade activation of sourced accounts. Responsible for visibility on offerings across assigned geography. Driving Revenue through various in-house & distribution products To achieve revenue and maintain productivity. Required Qualification: Any Graduate Preferred candidate profile Communication skills Good sales acumen and customer focus Negotiation skills and closure. Kindly Note, this is entirely a field sales profile.

Role & Responsibilities : Will be responsible to drive New to Business and Existing to Business Acquisition across open market. Will be accountable for trade activation of sourced accounts. Responsible for visibility on offerings across assigned geography. Driving Revenue through various in-house & distribution products To achieve revenue and maintain productivity. Required Qualification: Any Graduate Preferred candidate profile Communication skills Good sales acumen and customer focus Negotiation skills and closure. Kindly Note, this is entirely a field sales profile.

Role & Responsibilities : Will be responsible to drive New to Business and Existing to Business Acquisition across open market. Will be accountable for trade activation of sourced accounts. Responsible for visibility on offerings across assigned geography. Driving Revenue through various in-house & distribution products To achieve revenue and maintain productivity. Required Qualification: Any Graduate Preferred candidate profile Communication skills Good sales acumen and customer focus Negotiation skills and closure. Kindly Note, this is entirely a field sales profile.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto- 6 LPA + incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory. 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.

Digital Business Development Managers (Off Roll) Job Description / Responsibilities We are looking for motivated and customer-centric professionals to join our Online Demat & Trading Sales Team. The candidate will be responsible for onboarding customers for demat & trading accounts, and driving digital investment product sales through inbound/outbound calls Key Responsibilities: Call & convert potential leads into active demat & trading account holders. Guide customers through the online account opening process (KYC, IPV, Promote investment products offered by the company. Understand client needs and provide suitable plans over the calls. Achieve daily/weekly/monthly targets for account openings, activations Provide post-onboarding support including login help, fund transfer guidance, and app demo. Maintain accurate records of client interactions, follow-ups, and sales updates in CRMs. Job specific skills Applicants should have - Online Demat & Trading Sales Telesales / Inbound & Outbound Calling Lead Conversion & Customer Handling Financial Product Knowledge (Equity, Derivatives, Cash) CRM usage & MIS Reporting Communication & Follow-up Skills Min 12th Pass from English Medium or Graduate (Any stream) Minimum 1 Year of experience in telesales (Financial product sales Knowledge of stock market, demat & trading account process is an added Good communication skills (English & Hindi) Knowing regional language Tamil, Telugu & Bengali is added advantage. Comfortable using mobile trading apps & digital KYC platforms. Strong customer service orientation and persuasion skills.

Responsibilities: * Manage client relationships through regular meetings & communication * Generate revenue through new business acquisition & retention * Acquire new clients & increase market share Provident fund Sales incentives Annual bonus

RM / Sr. RM Location: - Multiple Responsibilities: * Manage client portfolios through equity broking & advisory services * Execute trades on stock exchange platforms * Acquire new HNIs through sales strategies * Promote mutual funds & PMS offerings Sales incentives

Position Full time Company - Choice International Location Mumbai Job Type Full time About us Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Position Summary: Are you ready to take your career to the next level in the financial services industry? We are looking for a motivated and dynamic Partner Onboarding Specialist to join our team! In this role, you will conduct outbound calls to partners, presenting our diverse range of financial products and services. You will facilitate the end-to-end onboarding process for new franchise and business partners, ensuring a smooth transition into our organization. This includes sharing welcome materials, coordinating with various departments to set up necessary payouts, and ensuring all paperwork is completed accurately and on time. Key Responsibilities: - Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. - Primary Point of Contact: Serve as the main point of contact for new franchises during their onboarding period, addressing questions or concerns and providing guidance on company procedures, resources, and available support channels. - Monitor Performance: Track and report on performance metrics, partner feedback, and overall business impact. - Collaborate Internally: Work closely with the internal team to align product offerings with client needs and company goals. Requirements: - Communication Skills: Excellent verbal and written communication skills in both English and Hindi. - Eagerness to Learn: A demonstrated eagerness to learn and adapt in a dynamic environment. - Financial Knowledge: A basic understanding of financial products and concepts. - Sales Experience: Prior experience in selling financial products, such as insurance or mutual funds, is advantageous. - Educational Background: A 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. - Opportunity for professional growth and development.

Position Full time Company - Choice International Location Mumbai Job Type Full time About us Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Position Summary: Are you ready to take your career to the next level in the financial services industry? We are looking for a motivated and dynamic Partner Onboarding Specialist to join our team! In this role, you will conduct outbound calls to partners, presenting our diverse range of financial products and services. You will facilitate the end-to-end onboarding process for new franchise and business partners, ensuring a smooth transition into our organization. This includes sharing welcome materials, coordinating with various departments to set up necessary payouts, and ensuring all paperwork is completed accurately and on time. Key Responsibilities: - Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. - Primary Point of Contact: Serve as the main point of contact for new franchises during their onboarding period, addressing questions or concerns and providing guidance on company procedures, resources, and available support channels. - Monitor Performance: Track and report on performance metrics, partner feedback, and overall business impact. - Collaborate Internally: Work closely with the internal team to align product offerings with client needs and company goals. Requirements: - Communication Skills: Excellent verbal and written communication skills in both English and Hindi. - Eagerness to Learn: A demonstrated eagerness to learn and adapt in a dynamic environment. - Financial Knowledge: A basic understanding of financial products and concepts. - Sales Experience: Prior experience in selling financial products, such as insurance or mutual funds, is advantageous. - Educational Background: A 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. - Opportunity for professional growth and development.

Job description Dear Candidate, SBICAP Securities is hiring Relationship Officer for our Demat vertical. Locations : Punjab (Bathinda,Rohtak and Karnal ) Roles and Responsibilities. Demat Account Sales To source the business via allotted bank branches. Key focus areas Acquiring broking clients (primarily on line) • Activating clients for trading post acquisition • Greet and Re-direct customers to the appropriate counters based on their service needs • Providing clients with Demo & handhold to initiate trading activities after account opening. • Maintain a list of FAQ by customers and proactively seek clarification • Promote Demat & Trading account. • Selling of third party products Desired Candidate Profile:- -Minimum qualification : Graduation -Age not more than 29 Years -Should have keen interest in sales and marketing -Freshers can also apply Interested Candidates can directly send their CVs to Gulshan.sharma@sbicapsec.com HR Team.

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings

Job description Roles and Responsibilities Demat Account Sales To source the business via allotted bank branches. Key focus areas Acquiring broking clients (primarily on line) • Activating clients for trading post acquisition • Greet and Re-direct customers to the appropriate counters based on their service needs. Providing clients with Demo & handhold to initiate trading activities after account opening. Maintain a list of FAQ by customers and proactively seek clarification . Promote Demat & Trading account. Selling of third party products. Desired Candidate Profile:- Minimum qualification :Graduation. Age :not more than 29 Years. Should have keen interest in sales and marketing. Candidate passed 2024/2025 can also apply. ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Gulshan.sharma@sbicapsec.com. ********************************************************************************************************************************************************************************************************************