2014 Demat Jobs - Page 2

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: ...

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

Candidates with minimum 2 Years of experience in stock broking industry for the sales role are eligible for this profile. Location-Mumbai/Delhi Working Days-6 Only working candidates considered Candidates should be from sales background with the same industry Riya Puri 7042475336 riya.puri@nlbtech.in

Department : Alternate Channel Role : KAM Grade : E1/E2 Designation : Assistant Manager/Deputy Manager Location : Ahmedabad, Rajkot, Vadodara Roles & Responsibilities: - 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Required Skil...

Role & responsibilities 1. New Client Acquisition 2. Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 3. Revenue generation revenue to be generated from the all the products from sourced accounts 4. Client Meeting 5. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships. Preferred candidate profile Educational Qualifications: Graduate with minimum 50% Experience: 1+ Years of sales experience in NBFC & BFSI Domain Knowledge: Equity Age: Max 30

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 ...

Profile : Relationship Manager 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 (Cent...

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 Avdhut : 7796426971

ROLES & RESPONSIBILITIES: - Achieve monthly targets of 75 Demat and 25 Margin accounts (25k average margin), with 2x revenue in the first year and 3x in subsequent years. Conduct a minimum of 3 client meetings and 1 branch visit daily to drive sales and strengthen relationships. Ensure at least 12 First Trades per month through follow-ups and client engagement. Execute all promotions, contests, and marketing campaigns effectively across assigned branches. Conduct 4 training sessions monthly for partners and bank staff to enhance product awareness. Support channel partners on joint client calls and assist in lead conversions. To schedule your interview send your CV through WhatsApp (number me...

> Sourcing quality Demat accounts from open market. > Cross selling third party products. > Ensuring account activation and NSB in sourced accounts. > Ensuring adherence to sales compliance and defined SOPs. Required Candidate profile > Candidate should have decent understanding and knowledge of stock market. > Candidate must have good communication and presentation skills.

As a Relationship Manager you will be responsible for Acquisition and establishing a strong relationship with clients, ensuring their investment needs are met, and delivering outstanding customer service. you have to focus on Revenue generation too. Required Candidate profile Experience of New client acquisition with any Stock Broking Company and revenue generation . cross selling of PMS , AIF , Mutual funds ,Unlisted Shares, LI, GI and other financial products is Reqd.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 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) Grduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Coimbatore, Mettupalayam, Coonoor, Erode, Mettur, Gobi. Pollachi,Tiruppur, Tiruchengode, Ramanathapuram ctc - 2.5 to 5 lacs Experience in Mutual Fund required Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

> Handling equity brokerage revenue and wealth management along with the team > Acquiring & Maintaining relationships with HNI clients > Developing B2B , B2C businesses across the region > Cross sell TPP > Decision making , Leadership, CRM qualities Required Candidate profile Graduate , preferably a post Grad or equivalent degree with minimum 2-3 yrs of Branch Management experience Knowledge about Local Language & Local market Locations: Jayanagar /Dharwad /Hubli /Mysore Perks and benefits As per Industry norms

Conduct market research to identify potential customer & business opportunities Reach out to prospects via email phone calls to generate lead Set up meeting & appointment for sale representative Track & report on lead generation & conversion metrics 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

Drive sale business development & client relationship management. Conduct sale presentation and product demonstration Analyze market trends and sale data for informed decision making Lead motivate & monitor team performance across multiple location 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

We are looking for a ASM - Banking Sales: - To Manage the CASA sales through assigned Bank - Resolving customer queries - To Close The leads Provided By the assigned Bank - To Handle the walk-in customer - To do Cold calling on the lead-based data. Required Candidate profile Graduation or Above Age 21 to 35 Years Sales exp. preferred Fresher's Can Apply Bike mandatory Good Communication ship Perks and benefits Fixed package Incentives Medical Insurance Coverag

Building and Nurturing a High-Performing Sales Team. – Sales & Business Growth. – Enhancing Customer Engagement and Loyalty. – Empowering Teams to Drive Business Growth. – Coordination & Compliance. – Team Management & Motivational. 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

Role & responsibilities 1. call leads, prospects, clients, manage relationships, engage clients, update their financials 2. resolve client queries proactively, stay connected with clients 3. follow up clients for their service criterias, identify opportunities of up sell and cross sell 4. Assessing Client Situations 5. Source potential customers from market and initiate relationship with them Understand needs of the prospects and propose solutions as offered by Sampadha Convert the leads (prospects) to customers and onboard to Client Database of Sampadha Maintain relationship with the customers for developing further network Take ethical decisions within the scope of responsibility, to suppo...

Cover assigned areas for customer acquisition Do door-to-door & community outreach Build referral network with local market contacts Report daily activity to manager Achieve daily & monthly lead targets *NOTE :- CHECK CTC & LOCATION BEFORE APPLYING* 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

- 100 % lead will be provided - Doing cold calling - Identifying sales opportunities - Closing business deals - Following up with customers - Meeting sales targets -A Great Welcoming Personality That Encourages Relationship Building. Required Candidate profile • 12 months - 2 years experience in sales & Marketing • Bachelor's degree • Fresher's Can't Apply • Bike

Recruit Life Insurance advisors through own references Act as coach of team Motivate team for maximizing sales Support advisors through training & joint sales calls To deliver new business and renewal business through advisors Mo-93133 54677 Required Candidate profile Education : Any Graduate With Good Communication Experience : Must 1+ years of field Sales / Banking / Finance / Insurance Age : 24 to 40 years (Fresher's don't apply) Locality : Should be Local Perks and benefits PF Medical Benefits Family Insurance On roll job

MNC Bank-Inbound 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 Verify Details Match docs with what’s submitted. Right Person Only Ensure the real customer Cross-Sell Pitch relevant banking products.