842 Demat Jobs - Page 24

Role & responsibilities Direct Sales Responsibilities Acquire customers in accordance with the business plan Conduct meetings to acquire and onboard new clients. Generate revenue based on assigned targets Gain and update knowledge on KYC, new products, andprocesses Conduct meetings to acquire and onboard new clients. Identify and approach potential clients in the open market to discuss Demat accounts and equity products. Activate clients Seek references from customers and prospects Provide regular updates to the assigned location on activities and outcomes. Preferred candidate profile 1+ Years in sales/wealth management of handling clients. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Goal-oriented with a focus on delivering exceptional client service. Interested Candidates can share your resume on vidhi@lkpsec.com 7039445995

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

Roles and Responsibilities Develop new business opportunities through lead generation, client acquisition, and relationship management. Identify potential clients and develop strategies to approach them for sales pitches. Build strong relationships with existing clients to increase repeat business and referrals. Collaborate with internal teams (sales, marketing) to create effective sales plans and campaigns. Analyze market trends and competitor activity to stay ahead in the industry.

We are seeking a motivated and experienced #Relationship_Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 1 year of experience in equity markets. NISM certification is mandatory. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the activities are in adherence as per compliance and risk. # Keeping the clients updated on their orders # Crossing selling third party products like Mutual fund, SIP, and PMS # Candidate should have good communication skill Interested candidates Connect with me at neha.karn@nirmalbang.com Contact: +91-8454800958 | (L) 011-41320715 Regards, Neha Karn Senior Executive - HR Nirmal Bang Securities Private Limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, New Delhi-110005 neha.karn@nirmalbang.com| www.nirmalbang.com Join us in shaping the future of finance!

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

Will acquire HNI & Retail clients Sell Demat and trading account Cross Selling other financial product. Meeting sales target connect 8910750091 Required Candidate profile Should have prior experience of selling of financial product. Should have knowledge of capital market Target oriented Go getter

Res * Sourcing new customer for Demat a/c * Manage client relationships through regular communication and service delivery. * Identify new business opportunities and cross-sell products. * Provide investment advice and portfolio management services. Provident fund Health insurance Annual bonus

Vacancy for BDM / ASM / Sales Manager - HDFC Life Insurance company CTC: 3 - 5.5 Lakhs + incentives Locations: All over Kerala Recruiting a team of 7 -10 insurance agents & achieve sales targets through them Send CV to bookmark.hr@gmail.com Required Candidate profile Graduates with 1 year field sales experience can apply Vacancy- All over Kerala CTC : 3 - 5.5 Lakhs CTC negotiable based on current CTC Send CV to bookmark.hr@gmail.com / Whatsapp - 9746475326

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 sales and marketing. ********************************************************************************************************************** Interested Candidates can directly send their CVs to abhinav.raj@sbicapsec.com.

Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade) Eligibility Criteria: Open to candidates from any industry background with experience or exposure to handling HNI clients. Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer appropriate financial products. Drive sales across a variety of products including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading. Act as the single point of contact for all requirements of HNI clients within the branch. Ensure superior service delivery and client relationship management. If Interested Apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

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 ban

Role & responsibilities Recruit, induct, handhold, facilitate, motivate & retain Team Members Ensuring smooth operations and achieving the revenue & profitability targets of the Branch Ensure individual and team performance as per norms Ensure compliance as per various regulator and organization guidelines Client acquisition from own network/ open market along with margin collection as expected Generate revenue through Broking & Non Broking Products (LI, MF, FD, Bonds etc. & focus product if any) Promote Focus Product of the month Maintain & service the existing clientele Preferred candidate profile Candidate should have overall experience of around 8-10 years in the desired role with team management experience of min 5years

Demat(i.e. Trading Accounts acquisition) Cold calling (i.e. Willing to work in open Market) Responsible for identifying customer needs, assessing their risk appetite and providing them Required Candidate profile Interested can share CV on jyoti.mehta@tradebulls.in or WhatsApp on 7304501604

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-5.5 LPA + incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Execution of trade orders on behalf of clients. 2) Building Relationships with clients. 3) Generating brokerage and volume. 4) Cross selling third party products. 5) New Client Acquisition 6) NISM 8 certification is mandatory 7) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.ujjwal@gmail.com if you are interested in the mentioned Job Role. you can call also on 6394266681

Position:- Relationship Manager Mode:- Online digital sales Product:- Ulip plans(mutual Fund) Some basic eligibility criteria are given below :: - Graduate/Post-graduate (Preferred) - Financial products knowledge is must (MF/FD/Gold/ULIPs etc.) - Good communication skills (Hindi/English) - Immigiate joiners only - Minimum 2-3 years of experience in Life Insurance(Policy Bazaar and other aggregators etc.) Salary negotiable depends on last drawn How to Apply:- To schedule your interview kindly share your resume/ call at HR Ashwini: 9822643371

Payroll-Bank Des-Phone Banking Process-Inbound Salary-4.5 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Thane/Malad Can apply branch banking after 2 yrs all banking facilities Call 8169642494 Yogesh Required Candidate profile Answer inbound calls and assist customers with their Queries/Request/Complains. Explaining the customers product features & benefits. Ensuring all compliance Achieving weekly, monthly, quality target

Payroll-Bank Process-Inbound Voice Des-Phone Banking Officer Voice Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 28000 Work Location-Thane/Mumbai/Vashi/Ghansoli/Belapur/Airoli/Nahur Call-9082104424 Sanika www.hyfly.in Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs

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. Risk profiling of clients 6. develop financial plans 7. assess the needs, wants, aspirations and goals of clients 8. advise clients on suitable strategy 9. devise investment planning for acheiving client goals Preferred candidate profile NISM are preferred

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto- 6 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. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr 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.

Aditya Birla Capital is hiring dynamic female candidates for sales of investment products. -Engage clients, promote offerings, and achieve targets. -Excellent comms & passion for sales required. Join us to grow your career in financial services.

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 sales and marketing. ********************************************************************************************************************** Interested Candidates can directly send their CVs to abhinav.raj@sbicapsec.com.

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: - Noida, Agra , Ghaziabad ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Deepak Kumar - 8601889092(Deepak.Singh7@sbicapsec.com) ********************************************************************************************************************************************************************************************************************

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: - Delhi Ncr ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Sudhir singh-HR Sudhir.Singh@sbicapsec.com ********************************************************************************************************************************************************************************************************************

Designation: Home Loan Officer (Sales) at HDFC Sales. Department : Home Loan ( Sales) Qualification:- Any Graduation / Post-graduation. Experience: 0 to 1 Years CTC: - 1.80 lpa to 3.75 lpa + Huge Incentive ( Upto 50000 ) Roles & Responsibilities:- Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. Completion of File: Responsible for submission of complete application form, documentations and information. Desired candidate profile: Must be a graduate from any stream Should have minimum 6 months of experience in sales Candidates with prior experience in BFSI will have an added advantage Open to travel Must have good communication skills For further Details, contact- aykacommunication28@gmail.com Note: Candidates should be flexible with field work.