2028 Demat Jobs - Page 12

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

Role & responsibilities Acquire new clients through leads, referrals, cold calling, and networking. Provide investment advice based on client risk profiles and financial goals Execute trades in equity, derivatives, mutual funds, and other financial instruments Achieve business targets related to client acquisition, revenue, and product cross-selling Update clients with daily market insights, investment ideas, and research recommendations Build and maintain strong client relationships and offer excellent customer service Maintain and update records of trades and client interactions Communicate real-time market updates to clients and advise them on trade decisions Execute buy/sell orders for e...

Hiring for Sales Manager Generate leads and convert them into sales Build Team and generate Business Meet clients and explain products Achieve monthly sales targets Maintain good customer relationships Coordinate with internal teams Required Candidate profile Candidates with minimum 1 year of experience in field sales (Insurance, Banking, FMCG, Telecom, Real Estate, etc.) Must be open to field work and local travel Graduation mandatory Age: 21 to 40 years

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role-Equity Dealer CTC- upto- 6 LPA + incentive + Other benefit BranchDealing 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 1yr 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 .

Place orders on behalf of clients Providing advisory services AUM product penetration Cross selling of third party investment products after market Generate Revenue Achieve sales targets Required Candidate profile Office Timing: Monday to Friday 8.30 to 5.30 pm Sat - 10 am to 2 pm Saturday 2nd and 4th off

Mega Walk In Drive:- Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferre...

Payroll-Bank Des-Team Leader Process-Outbound/Inbound Salary-8.5 Lakh 2 year of experience as Team Leader in a contact center on papers, Banking Process (Loan, Credit Card Location-Thane/Malad Call 8080702016 Kanchan Required Candidate profile Motivate the team to achieve their targets. To manage and Lead the team of 20 Have to maintain attrition and Shrinkage rate of the Team. Excellent English communication Graduation mandatory

Top General Insurance Co-Nahur Hiring Outbound Sales (10 openings) Salary: 15.5k – 24.5k (in-hand) Shift: 10 AM – 6:30 PM | Fixed Offs: 1st, 2nd, 3rd Sat OFF Requirement: HSC + BPO Exp. only (No Freshers) Call Hrutika – 9137797705 Required Candidate profile 1. Outbound calling and converting lead into sales. 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. Achieving weekly, monthly, target.

Payroll-Bank Work Location-Andheri/Thane Des-Phone Banking Officer Salary: 21K in hand for freshers | 1+ yr BPO exp: up to 5 Lakh CTC Shifts: 7 AM–3 PM, 10 AM–7 PM, 11 PM–7 AM (males) Interviews: Walk-in Contact: 8080126356 Ekta www.hyfly.in Required Candidate profile Graduate Freshers Welcome! Handle calls from existing customers and resolve complaints/queries Provide accurate and complete information Assist with financial service requests

Phone Banking Officer/MNC Bank Andheri / Nahur / Thane 3.5 LPA + Banking Benefits Graduate Freshers / BPO Exp Welcome On-roll with Leading MNC Bank Inbound Process – Customer Service Call Simran – 9773553319 Apply: www.hyfly.in Required Candidate profile Engage with customers via phone & digital channels Deliver world-class service & financial solutions Drive digital banking adoption with a personal touch Grow relationships, meet targets

Location: Belapur Salary: 3–3.5 LPA + Inc Shift: General | 5 Days Working Eligibility: Graduate (Freshers Welcome) | Excellent Communication Skills Payroll: Mutual Fund Registrar Co. Fixed Day Shift Career Growth in Banking & Finance sector Required Candidate profile Handle inbound call to resolve Mutual Fund queries (KYC,login issues, documentation). Cross-sell & up-sell Mutual Fund products and SIP plans to drive revenue growth. call 8080126356 Ekta www.hyfly.in Perks and benefits Salary + Incentives = Higher Rewards

Payroll - Bank Handle inbound calls & resolve customer queries Educate customers about banking products & benefits Maintain quality, efficiency, and sales targets Male: 247 rotational Salary: 3.50 LPA + Performance Bonus call 7738521154 Sanika Required Candidate profile Graduates (any stream) with first-class marks in 10th,12th & Graduation Fluent in English & Hindi Strong customer service focus Banking / Credit Cards knowledge-a plus Must clear aptitude test (40/50)

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Delhi, Bangalore, Chennai, Hyderabad ctc - 3 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Min 1 year exp in stock market, Must be keen in sales CTC upto 5 Lakhs/annum Contact QRN Geojit on 08377024167 / email cv @ manuvashist440@gmail.com

ROLES & RESPONSIBILITIES: - 1.To Achieve pre budgeted monthly Sales of Minimum, 75 Demat A/C25 Margin of 25k accounts,2px of upfront revenue for the first year& 3x for subsequent year To have minimum daily 3 client meetings 1 branch visit and assigned branches To ensure Minimum 12 first Trade for the month. 2.To ensure rollout of all the promotional and contest programs effectively 3.Co-ordinate and conduct the monthly 4 training of Partners/bank employees 4.Supporting the channel partner on joint calls as per requirement 5.To reach out to allotted branches/POS as per the route plan 6.Responsible for Activating and upscaling the POS/Br. 7.Follow and submit the daily weekly and monthly MIS 8....

- Responsible to generate brokerage primarily through advising clients on their equity portfolio - Focus on generating new business (NSB). - Crossell of third party products(Insurance,MF,SIP)

Engage with walk-in customers and company-assigned leads Conduct client meetings and visits to close deals Maintain strong follow-up with leads and existing customers Provide post-sales support Upsell and cross-sell other financial products Required Candidate profile Experience: Minimum 1 year in any Sales Education: Graduate in any stream Age: 21 to 40 years Skills: Strong communication, sales aptitude, and client relationship skills

Build and maintain strong relationships with clients and industry partners. Develop strategies to boost the team's productivity & sales performance Build strong relationships with the team, providing guidance Sales Support to the team. Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Fresher's Can Apply Bike & license Good Communication ship

Acquire new customer through lead generation, prospecting & networking Build& manage relationship with client to understand their financial goals& provide suitable insurance solution Drive sales of insurance product Achieve annual business target Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Engage with walk-in customers and company-assigned leads Conduct client meetings and visits to close deals Maintain strong follow-up with leads and existing customers Provide post-sales support Upsell and cross-sell other financial products Required Candidate profile Experience: Minimum 1 year in any Sales Education: Graduate in any stream Age: 21 to 37 years Skills: Strong communication, sales aptitude, and client relationship skills

Manage the team ensuring business targets are met. Manage the recruitment of Sales Persons. Develop & Implement sales strategies to achieve revenue goals. Provide training to sales team. Provide regular performance report to senior management Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

To meet sales targets, appoint, develop, and oversee a sales staff Create and implement sales strategies Increase the size of our client’s network Establish trusting bonds with clients Examine sales information to boost output Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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...

Handle client inquiries & resolve complaints promptly Build strong customer relationships for loyalty & referrals Assist customers throughout their purchase journey Achieve assigned sales targets consistently Maintain CRM & prepare regular reports Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Visit customers & pitch products/services Generate leads & follow up to close sales Maintain strong customer relationships Achieve daily & monthly sales targets Provide market feedback to the team Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Role & responsibilities Business Development: Develop and execute strategies to achieve equity sales and revenue targets in the assigned area. Explore & execute selling of third part products to new as well as existing clients. Identify and cultivate new business opportunities with institutional and retail investors. Monitor market trends and competitor activities to recommend strategies for growth. Team Leadership: Recruit, train, and manage a team of relationship managers and sales executives. Set performance objectives, monitor progress, and provide regular feedback and coaching. Foster a high-performance culture through effective leadership and motivation. Client Relationship Management:...