2028 Demat Jobs - Page 16

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Job Description: 1) Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2) Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3) To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4) To keep abreast with the market knowled...

Dear Candidate, Greetings From"APEX SERVICES" Department: Broking Channel Designation: Branch Sales - RM CTC: upto- 5 LPA + incentive + Other benefit Roles: Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as and when required Skills & Knowledge Graduate / Post graduate with 1to 4yrs exp in direct sell...

Dear Candidate, Greetings From "APEX SERVICES" Department: Broking Channel Designation: Branch Dealer Grade: E1/ E2 Assistant Manager OR Deputy Manager Years of Exp: 1 to 4 yrs CTC- upto-5 LPA + incentive + Other benefit Roles: Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business....

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: 9137797705 HR Hrutika 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

Payroll-Bank Des-Video KYC Officer Process-Outbound Fixed Day Shift Salary- Graduate fresher-17k net Exp in voice -4.5 lakh Location-Thane/Malad/Vashi Can apply branch banking after 2 yrs all banking facilities Call 9137797705 Hrutika www.hyfly.in Required Candidate profile Video call customers to complete the Full KYC Verify the details submitted by the customer while opening the account Ensure VKYC is completed by the Right Party only Cross-sell other banking products

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

Candidate needs to have BFSI Experience Candidate needs to have two-wheeler Candidate needs to be comfortable with client meeting Interested candidates can call/whatsapp CV to HR Jyoti - 9266056478

ROLES & RESPONSIBILITIES: - New client acquisition drive for opening new demat & trading accounts Working on Single interface system to make it vibrant Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars Client and prospects meetings for opening new accounts & cross selling of products Stay updated on market outlook and product knowledge. Preferred Candidate Profile: Graduate in any stream ( most preferred) Minimum 6 months of experience in a sales role, preferably in the stock market. Highly enthusiastic with a willingness to learn new things. Competitive, sales passionate and excellent communica...

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

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...

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: - 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...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 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 ...

Assist in training & developing newly onboarded agent Maintain sales data & provide regular performance report Conduct regular field visit & support agent in client meeting Provide on-field training & sales support to agent 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

Generate leads through fieldwork, cold calling & referrals Understand customer needs & recommend suitable plans Maintain strong relationships with clients Ensure proper documentation & policy processing Submit & sales reports to the manager 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

Selling & promoting products to both existing & potential clients Establishing & maintaining positive business relationships with clients Coordinating sales efforts with other departments Supplying the management team with reports on customer needs Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 - 39 candidate should be ready for field work Last company Documents Mandatory HR.Sakshi 9998027778 sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Set up meeting with decisionmaker pitch agency services confidently Build & maintain a strong sales pipeline to achieve yearly target Participate actively in cross functional team support customer marketing & finance to maximize customer engagement 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

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Order punching on behalf of the client 2) Client acquisition 3) Cross selling 4) NISM 8 & Grduation is mandatory Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .

Train new advisors in your assigned location Train them on banking products, sales pitch & compliance Assist agents in closing sales & managing leads Maintain healthy relationships with clients & ensure after-sales service 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

Generate leads through fieldwork, cold calling & referrals Understand customer needs & recommend suitable plans Maintain strong relationships with clients Ensure proper documentation & policy processing Submit sales reports to the manager 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

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 Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

We are hiring for Branch Sales Officer Sales proposals: Preparing sales proposals that meet customer needs and sales targets. Customer relations: Visiting customers regularly, evaluating their needs, and maintaining customer accounts. Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Fresher's Can Apply Bike & license Good Communication ship

Post - Relationship Officer Sell life insurance products directly to customer Handle lead provided by the company & generate own leads Meet sales target through field visits & tele calling Provide after sales support & ensure policy renewals Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 21 to 39 Years * Good Communications Skills * Fresher's Can't App

We are currently hiring a Bancassurance Officer in the banking Sales Department, where you need to work on 100% leads provided by the bank and sell the life insurance policy to the client by setting up a meeting and closing the deal on the spot. Required Candidate profile 6-12 months of sales/marketing experience Graduate or above If someone from the banking / bfsi/Insurance industry should be a big plus Ready to work on a leads basis Sales to sales on bank