2028 Demat Jobs - Page 10

Key Responsibilities Relationship Manager 1. Partner Recruitment & Activation Identify, engage, and onboard new partners in line with the defined sales process. 2. Lead Conversion & Business Development Convert quality leads Ensure timely follow-up and closure of opportunities. Maintain strong relationships with partners 3. Product Knowledge & Training Stay updated on new product launches, process enhancements, and policy changes. 4. Sales Process Adherence Follow the defined sales process diligently from task allocation to execution and reporting. Document activities and updates accurately in the sales process system (CRM). Ensure compliance with all internal policies and business ethics st...

Role & responsibilities Franchisee Partner Advisory: Guide franchisee partners on equity investments, portfolio building, and market opportunities. Research Dissemination: Track equity markets, company performance, and sectoral trends. Relationship Management: Build and maintain strong partner relationships Revenue Generation: Meet assigned revenue and client acquisition targets Compliance: Ensure adherence to all regulatory and organizational policies organizational policies Preferred candidate profile Educational Qualifications: Graduate with minimum 55% Experience: 2+ Years experience in broking Domain Knowledge Equity and derivative markets, Broking and operations, Client risk profiling,...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- 1. Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply w...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-7 LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- 1.Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply wi...

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which wi...

• Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. • Responsible for achieving brokerage. • New Client AcquisitioN

• Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. • Responsible for achieving brokerage. • New Client AcquisitioN

Role & responsibilities Designation : RELATIONSHIP MANAGER Experience : Minimum 3 YEARSQualification/s : Graduate in commerce / PG / MBALocation : ALLAHABAD / LUCKNOW/ VARANASI/ DEHRADUN/ SAHARANPUR Would be responsible for acquisition and servicing of clients Regular client meetings Servicing the clients via wide range of financial services & products we have in our kitty Revenue Generation Individual should have the keenness to learn and grow in one of the most dynamic and fastest growing industry. Would be responsible for acquisition and servicing of the clients with the wide range of services we have to offer Preferred candidate profile

ANAND RATHI SHARES AND STOCK BROKERS LTD Role: Branch Manager (Sales, Business Development & Team Management) Industry: Financial Broking Houses Team Management: 1+10 members (mix of RMs and Dealers) Reporting to: Cluster Head Experience: 5+ years of experience in the equity market, with at least 2 years in a leadership or managerial role. Job Responsibilities • Team Handling and AUM collection • Increase revenue from new client through up sale / Cross Sell • Acquisition of HNI, Retail clients and Corporate Clients from direct channel • Promote Focus Product of the month. • Ensure individual and team performance as per norms. • Recruit, induct, handhold, facilitate and motivate team members....

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: ...

Job Summary: We are seeking a dynamic and results-driven Relationship Manager to manage and grow client relationships. The ideal candidate will be responsible for understanding client needs, offering tailored solutions, and ensuring long-term satisfaction. You will serve as a trusted advisor to clients while identifying opportunities for cross-selling, upselling, and overall business expansion. Key Responsibilities: Client Relationship Management Build and maintain strong, long-lasting relationships with existing and prospective clients. Understand clients business goals, challenges, and financial needs to provide appropriate solutions. Act as the main point of contact for client queries, es...

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: ...

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: ...

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: ...

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: ...

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto- 6.5 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. SKILLS 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested ...

Convert provided leads into confirmed sales Understand customer needs and suggest suitable solutions. Maintain accurate CRM records of interactions and follow-ups. Coordinate with field teams for smooth customer experience. Required Candidate profile 1+ year exp in Finance, Loan, Banking, BFSI-preferred Excellent English & local language communication Efficient in handling multiple leads & follow-ups Kevisha | 88490 20556

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Profile : Relationship Manager: *Acquire 7-8 new clients monthly from the open market. *Cross-sell third-party investment products to existing clients. *Generate revenue from all products offered to sourced accounts. *Secure 5 SIPs (Systematic Investment Plans) each month, with a minimum value of Rs. 2000 each. *Focus on expanding the client base through proactive outreach. *Leverage cross-selling opportunities to enhance product adoption. *Ensure consistent revenue growth from new and existing clients. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

Role & responsibilities Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads . • Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGBs) etc. and any other products which may be launched in the future based on the needs of the customer. • Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the company without any form of mis-selling. • Ensure the maintenanc...

Designation : Equity Dealer Grade: E1/E2 - Assistant Manager / Deputy Manager Years of Exp : 1 to 4 Years Location : Bangalore - MG Road Job Role To ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio To achieve healthy revenues without compromising on client profitability To have clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker To attain maximum reach of investment ideas/stock calls initiated Ke...

Responsibilities: * Manage client relationships through mutual fund sales & equity brokering. * Execute cross-selling strategies with third party products (TPP) Demat Mutual Fund & SIP. Client Acquisition Client Meeting Provident fund Annual bonus Sales incentives

DIY - Digital Business Grade : E1/E2 Experience 6 months - 3 Years of Experience. Responsibilities: Contact potential customers to inform them about the account using scripts Answer questions about products or the company Ask questions to understand customer requirements and close sales Enter and update customer information in the system database Take and process orders in an accurate manner Handle grievances to preserve the companys reputation Go the extra mile to meet sales quota and facilitate future sales Keep records of calls and sales and note useful information Requirements: Graduate in any stream Good knowledge of stockbroking business Ability to learn about products and services and...