2028 Demat Jobs - Page 13

Job Responsibilities : - Deal with the walk-in customers in branch - 100% leads will given from branch - Set up a meeting with potential customers and close the deal - Field sales Required Required Candidate profile Criteria: - Graduation-must. - Age range 21-38. - Minimum 1 Year of BFSI sales experience. - Fresher can't apply.

Hiring in private banking - You get 100% leads from company - take follow-up on the leads given by the branch - detailed explanation of products to the customers - set up a meeting with potential / existing clients Required Candidate profile -Graduation or Above -Any Sales exp. preferred -Fresher's Can't Apply -Good Communication ship What's up no.9825867797 Perks and benefits Fixed package Incentives Medical Insurance Coverag

Key Responsibilities Client Acquisition and Onboarding: Identify and acquire new clients for equity trading and investment services. Build a strong network to generate leads and convert prospects into clients. Facilitate the onboarding process for new clients, ensuring all documentation and KYC compliance are completed efficiently. Client Relationship Management: Develop and maintain strong relationships with retail and high-net-worth individuals (HNIs). Understand clients' financial goals, risk tolerance, and investment needs to provide tailored equity market solutions. Regularly engage with clients to review their portfolios and suggest adjustments based on market trends. Equity Market Adv...

We are hiring for the position of Sales Manager. Please note that you are not eligible if you have already appeared for an interview with ICICI Securities in the last 6 months. You may share this message in your network and with professional connections to help us identify talented candidates who want to build a career with us. Key Responsibilities: This is an individual contributor role Incumbent will be responsible to source 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region by coordinating with the Bank team. To ensure right product is advised and sold to right customer. At all times customers should be kept on priority and seek to understand custom...

Job description Role & responsibilities Note: Demat Sales Experience is Mandatory 1 years Handling a team of 10- 15 relationship officers. To source the business via allotted bank branches or Open Market. 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. Candidates from Banca or Broking background only. required. Qualification: Graduation/Post Graduation. Preferred candidate profile 1-2 yrs of team handling experience in Banca channel or Brokin...

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto- 5 LPA + incentive + Other benefit Relationship Manager ROLES& RESPONSIBILITIES: 1) New client acquisition 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 4)Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. 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 .

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...

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....

ROLES & RESPONSIBILITIES: - 1. 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 (Central...

SUMMARY Greetings, Excellent Opportunity for Freshers for Retail Staff Apply Now Chandigarh Our Client is a UAE-based multinational conglomerate headquartered in Dubai. The group is involved in the retailing of apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. The group also focuses on hospitality & leisure, healthcare, and mall management. Must Have - Minimum- 10th/12th/Graduate/Diploma Freshers Can apply. Age will be between 18-30years. Job Details - -Folding and Stacking at basic Table. -Timely display of received stocks. -Responsible for Upkeep of section. -Ensure Carton free floor -Maintain Display standarards-Including signage -M...

Urgent Opening For Equity Dealer - Ahmedabad, Rajkot, Ahmednagar, Parbhani, Surat, Nagpur Amravati, Goa, Aurangabad, Baroda Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network ...

Job Title: Branch Manager Department: Sales, Business Development & Team Management Industry: Financial Services / Broking Reporting to: Cluster Head / Regional Head Academic Background Bachelors degree in Finance, Commerce, Economics, or a related field (MBA preferred). Work Experience Minimum 5+ years of experience in the equity market. At least 2 years in a leadership or managerial role. Team Management Lead a team of minimum 10+ members . Key Responsibilities 1. Business Development & Revenue Growth Drive branch revenue through equity trading, third-party product selling, and new client acquisition. Develop and implement strategies to achieve sales targets and branch profitability. Ident...

Hiring: Virtual Sales Manager** Location:* Chakala, Andheri (E), Mumbai Experience:* 6+ months in Mutual Fund Outbound Calling Education:* Graduate (Mandatory) Salary:* 25K30K Role:* B2B/B2C sales, virtual meetings, MF product promotion Skills:* MF knowledge, strong communication Interview:* Virtual + Face-to-FaceVacancies:* 15 | Age: 28 | Male/Female How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) Dhanashri:- 7796426785

- Sales of Mutual Funds, SIPs, AIFs, Algo Trading Investment, Demat Accounts - Strategic Sales through targeted approach on LinkedIn and social media leads Required Candidate profile Representation on business platforms like BNI etc to drive sales targets Ready to commute within Delhi NCR for client meeting Requisite Qualification - MBA Marketing and Finance

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...

SUMMARY Retail Staff Position Our client, a UAE-based multinational conglomerate headquartered in Dubai, is seeking freshers to join their retail staff team in Navi Mumbai/Thane/West Mumbai/East Mumbai. This is an excellent opportunity for individuals interested in the retail industry to gain valuable experience and contribute to a dynamic and diverse organization. Job Responsibilities Perform folding and stacking tasks at basic tables. Ensure timely display of received stocks. Uphold the upkeep of the section and maintain a carton-free floor. Maintain display standards, including signage, and merchandise clearance from the trial room. Ensure the right products are displayed on the correct b...

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...

SUMMARY Retail Staff Position in Pune Job Description Our client, a UAE-based multinational conglomerate, is seeking freshers to join their retail staff team in Pune. The group is involved in retailing a wide range of products including apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. Additionally, the group focuses on hospitality & leisure, healthcare, and mall management. Responsibilities Perform folding and stacking at basic tables. Ensure timely display of received stocks. Responsible for the upkeep of the section. Maintain a carton-free floor. Ensure merchandise clearance from the trial room. Maintain display standards, including...

Dear Candidate, We are looking for a cluster manager for our retail Sales Channel Job Description: Running the daily deliverable activities of the business Focus on Client Acquisitions, Client Activations, Brokerage Generation, ME productivity and cross selling of various products (as advised by management time to time ) Driving business numbers and managing larger teams. Responsible for handling the branches of the region assigned Responsible for managing all aspects of the sales cycle Create and implement effective direct sales strategies toward achievement of sales objectives Responsible for profit centers profitability and P & L Managing key customer relationships, Building and sustainin...

Greetings from SBI securities Ltd !!! We are looking for Sales Manager for our Retail Sales Channel. Role & responsibilities Handling a team of 10- 15 relationship officers. To source the business via allotted bank branches or Open Market. 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. Candidates from Banca or Broking background only. required. Reporting : Cluster Manager Qualification: Graduation/Post Graduation. Location : Guntur ,Mangalag...

Greetings from SBI Securities Ltd !!! We are looking for Sales Manager for our retail Sales channel - Hyderabad location. Designation : Sales Manager - Demat Accounts Reporting to: Cluster Manager Reportees: Relationship Officers Role & responsibilities Handling a team of 10- 15 relationship officers. To source the business via allotted bank branches or Open Market. 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. Candidates from Banca or Brok...

. Designation- Customer support executive. Fresher & Experience both required Voice Process. English + Telugu Location- Chennai Salary 14k - 15k Inhand Call Vijaya 9898014307 for more info . . Required Candidate profile . Candidates should be comfortable to work from office Graduation not Mandatory Salary- 15K Inhand. 18k CTC Required Immediate Joiners. -Call Vijaya 9898014307 .

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. Required Candidate profile Desired Candidate Profile:- - Minimum qualification : Graduation. Age not more than 29 Years. Should have keen interest in s...

Responsibilities: * Execute stock/commodity trades & monitor markets. * Manage company financial & corporate profile. * Ensure SEBI & Govt. compliance. * Strong analytics & presentation skills. * Analyze market data, charts, and investment risks.

Relationship Manager Dealing Interested candidates can share cv on divya.chawla@religare.com or call on 8169023289 Required skills and qualifications: • At least 2+ years of experience in customer service, sales, account management or a related field. • Excellent analytical skills and can analyse data and market trends to identify business opportunities and make informed decisions. • Ability to build and maintain positive relationships with clients, demonstrate empathy and manage conflicts effectively. • Fluent in English, Hindi and at least one regional language. • Possess a sense of customer service and are a team-oriented individual. Preferred skills and qualifications : • Bachelor's degr...