842 Demat Jobs - Page 27

Advising and Servicing Clients Executing Trades Maintaining Compliance Building and Retaining Client Relationships Monitoring Market Trends Managing MIS and Reporting Skills Graduate / Post graduate with 1 to 4 yrs experience. Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented. Should possess strong communication skills. NISM VIII certificate is necessary. For any other queries call on 7039279297

Job Title: Relationship Manager Location: Navi Mumbai About the company Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Job Summary: We are looking for a proactive Relationship Manager to manage client relationships focused on mutual fund equity products and financial services. You will provide tailored investment solutions and advice while ensuring client satisfaction. Key Responsibilities: - Client Management: Build and maintain strong relationships with clients, addressing inquiries and providing investment guidance. - Advisory Services: Analyze clients financial needs and recommend suitable mutual fund and equity products. - Business Development: Identify and pursue new business opportunities; conduct client education workshops. - Market Knowledge: Stay updated on industry trends and regulations to inform clients and enhance product offerings. - Compliance: Ensure adherence to regulatory requirements and prepare client portfolio reports. Qualifications: - Bachelors degree in Finance or related field; Masters degree or certifications (CFA/CFP) preferred. - 1 year of experience in relationship management in financial services. - Strong knowledge of mutual funds and equity markets. - Excellent communication and analytical skills. What We Offer: - Competitive salary and bonuses - Comprehensive benefits package - Opportunities for professional development

Role & responsibilities Acquire new clients for equity, derivatives, commodities, and other financial products Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management). Drive cross-selling of the companys distribution products to create additional revenue streams. Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation. Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends. Coordinate with the dealing team to execute trades efficiently as per client requirements. Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions. Conduct investor awareness programs, webinars, and client engagement activities to enhance business. Provide timely reports and trade confirmations to clients while maintaining transparency. Maintain confidentiality and integrity in handling client data and financial transactions. Build long-term relationships based on trust, transparency and value addition. Work closely with research, operations, and compliance teams to deliver superior client experience. Maintain regular communication with clients to review portfolio performance and address concerns 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 nisha.rao@lkpsec.com 7039754718

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 www.hyfly.in 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

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 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, etc) 4) Graduation and nism 8 certificate is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also o n 9005316681.

Branch Manager - Job description: Responsible for driving sales and brokerage revenue through Relationship Manager & advisor and make sure they achieve their KRA Revenue product wise, segment wise and Branch level Profit Resolve all back office issues and ensure smooth operations at the branch Adhere to agreed SLA's for the branch Monitor processes and suggest improvements based on contact with customers Recruitment, training and retention of manpower as per approval

achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain paramount. To meet sales targets through fulfilment of leads, generating own references and conducting onsite

Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer CTC - 5 LPA+ incentive + other benefits 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:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - 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 70525 51753.

Back Office Analyst Operations Full time Role Description: As a Back Office Executive, the candidate will be working closely with the back office team to overlook the entire back-office work of equities and derivatives segment of all exchanges and DP operations. We are looking for a driven candidate who is willing to take initiative to improve and upgrade the back office system by remaining in touch with the back office vendor. The candidate will be responsible for uploading different files through NMASS and ENIT to the exchange. Additionally, the candidate is expected to conduct all BOD and EOD tasks for Cash and FO segment. The candidate is required to have previous experience in a similar role. Knowledge of Comtek and CDAS is required. Key Responsibilities Areas: Overlooking day-to-day work of the back office (Equity, FO and DP). A practical experience of account opening, pay-in, pay-out to the exchange and pledge creation Processing EOD margin files, trade files and generating contract-cum-bill Coordination and liaison with depository participants and other intermediaries related to the securities market. Closely working with the equities desk to understand the requirements on back office tasks and executing it in timely and effective manner. Fulfilling client necessities and assisting them with Demat account opening queries. Having knowledge about RMS of trading software Monitoring clients daily risk position Heading necessary processes on a regular basis in the RMS, DP and CRF process. Skills: REQUIRED: Experience in Depositary Participant operations and back office REQUIRED: Experience and/or knowledge about Comtek, CDAS Knowledge in Back Office and CDSL. Strong proficiency in Excel, MIS and Back Office. Constantly demonstrated good communication skills. Willing to learn and take initiative. Effective problem-solving skills. Name Email Position

We are hiring for Banking Professional !! Acquire new CASA customers. Cross-sell other banking products. Achieve sales targets. Build and maintain strong relationships with customers. Stay updated on banking products, services, and industry trends. Required Candidate profile Educational Qualifications: Any Graduation Experience: 1+ Years in any sales/Marketing/BFSI/Banking CTC :: Up to 3.5 LPA + Incentives + Benefits Hetal :- +91 88490 20556

Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required- A. Good spoken and written communication B. Listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills Essential Educational & Experience Qualification- A. Graduation / MBA in any stream with 2- 5 years of sales/dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory.

Dear Candidate, Greetings From "APEX SERVICES" Role- Equity Dealer CTC- upto-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 with an updated CV on apex.tithee@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991538421.

Need Stock market executive in Gujrat Contact Minakshi@ 9811985863 / qrn.pplacement@gmail.com Location: SURAT,Ahmedabad/ Rajkot. /Junagadh/Gandhidham and all other locations in Gujrat Position: Senior Equity Dealer, RM, Backoffice, BM Required Candidate profile Experience : min 1 years yrs in broking NO Freshers ctc 25k to 60k Good communication Knows local language NISM 8 preferred

Key Responsibilities Business Development and Revenue Growth: Drive branch revenue through equity trading, third- party product selling and regular new client acquisition. Develop and implement strategies to achieve branch sales targets and profitability goals. Identify cross-selling and up-selling opportunities for financial products such as mutual funds, insurance, PMS, Structured products and fixed income instruments. Branch Operations Management: Oversee day-to-day branch operations, ensuring seamless execution of equity trading and other financial services. Ensure adherence to company policies, compliance standards, and regulatory requirements. Monitor operational efficiency and address any issues promptly to maintain smooth workflows. Team Leadership and Management: Lead and mentor the branch team, including equity dealers, relationship managers, and other staff. Set performance targets, conduct regular reviews, and provide training to enhance team skills and productivity. Foster a collaborative and result-driven work culture. Client Relationship Management: Build and maintain strong relationships with high-net-worth individuals (HNIs) and retail clients. Ensure clients receive timely advice, personalized investment solutions, and exceptional service. Address client queries, concerns, and feedback to ensure high levels of satisfaction. Market Analysis and Advisory Support: Stay updated on equity market trends, macroeconomic developments, and corporate actions. Provide insights and guidance to the team and clients for informed investment decisions. Assist clients with portfolio diversification and risk management strategies. Compliance and Risk Management: Ensure all branch operations comply with regulatory standards (SEBI, NSE/BSE, etc.). Monitor trading activities to mitigate operational and investment risks. Conduct regular audits to maintain transparency and compliance. Key Competence Strategic thinking and decision-making capabilities. Client-centric approach with a focus on delivering value. Ability to handle pressure and meet deadlines. Strong problem-solving and conflict-resolution skills.

Urgent Opening for Equity Advisor - Amravati, Ahmednagar, Aurangabad, Parbhani Interested candidates can call on 8169023289 or share cv on divya.chawla@religare.com 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 development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms.

Generate qualified leads Manage sales pipeline Close deals to meet revenue targets Execute lead generation via email, social media, & cold calls Present solutions to clients Negotiate terms Drive customer retention upsell, cross-sells opportunities Required Candidate profile 4+ yrs exp in B2B Sales- Capital Market/BFSI domain Promote Demat adoption in Mutual funds via targeted campaigns Use CRM to track leads & sales performance Liaise with product, marketing, sales teams

Roles and Responsibilities: Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. (7-8 accounts per month) Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. DESIRED SKILL SET: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. GENERAL COMPETENCIES: Positive attitude, socially effective, high level of perseverance and patience.

Urgent hiring in TOP Broking company Salary :- Depend on the last ctc / Salary bar is open for Good Candidate . Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Role & responsibilities Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to Compliance process for advice given 1 New to Firm relationship to be sourced on monthly basis with min tick size of 50 lacs for Broking or IP Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM. Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets IT Skills: MS Office Interested Candidate please share me your cv at anushka@getwork.org HR Anushka

Role & responsibilities Digital Account Opening Working on mapped leads End to End closure of leads Preferred candidate profile Any fresher/ experience in Digital Account Opening can apply Keen for Sales profile Graduation (Fresher/Experienced) Knowledge on broking/securities. Perks and benefits Fixed CTC + Incentives Interested candidates kindly share your resume at owais.pathan@sbicapsec.com (mention "Tele sales" in subject line).

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 will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year 2020 /2021/2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 28 Years Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. * Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walk-in at the below address and whats app your resume to 9666028640 SBICAP Securities Ltd 603, 5th Floor, 47/11/16, Grand Palace, Beside Hotel Sarovar, 1st Lane Dwaraka Nagar, Visakhapatnam- 530016

-Hire, train and lead a team of advisors(min 6nos) -Acquire clients and drive product sales -Achieve revenue from SIP and other targets. -Improve processes and customer experience.

Job description: 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Required Candidate profile * Qualification Needed: Graduation / Post Graduation(Relevant Experience of Field, Suitable qualification will be preferred) * Relevant Experience: 2 - 3 years Experience in Selling Financial Products * Age 22 to 35 years * MBA Freshers who are presentable and have excellent communication skills can apply Perks and Benefits Salary -Up to 5.5 Lpa Job Type: Full-time Interested candidates can call ABIN (HR) 9486375824 share there CV - abin.m5@sbicapsec.com

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Regional Sales Manager - Tamil Nadu Location: Chennai What you will do: Acquisition of Existing & potential new Sub-broker / Franchise / channel partners with team & individual. Handhold & work closely with the Sub-broker / Franchise / IFA / channel partners to ensure scale up, retention & transactions while ensuring addition of new clients through various initiatives. Enable business, Product & Senior Management team with Key market & competition insights. Develop and implement the sales strategy in line with the company's objectives & work towards meeting them. Analyse sales metrics to determine business growth potential by cities and addition of Hub & spokes To organize events and activities for generating new leads of sub broker & IFA acquisition Who you are: Experience: Minimum 5 years experience in sales in financial industry Good knowledge of financial market Proven track record of achieving sales targets and managing a large sales team. Comprehensive understanding of the stock market, trading platforms, and financial instruments. Exceptional interpersonal and negotiation skills. Strategic thinking and analytical skills. Strong leadership and team management capabilities. Excellent communication and presentation skills. Client-centric approach with a focus on relationship building. Adaptability to work in a fast-paced environment What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer/HNI 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 updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: 're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: eate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: ?span> Be at the Forefront of Fintech Innovation Bold Approach: 're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Associate - Outbound Sales (Digital Lending) Location: Mumbai (Work from Office) What you will do: Key Responsibilities: Engage with prospects to understand their pain points, clarify doubts, and provide tailored solutions to overcome hurdles in their loan application process to boost conversion and loan disbursements. Achieve and exceed daily call metrics: connected calls, average handling time, first call response time, issue resolution time, loan disbursal targets, call quality scores etc. Uphold a customer-first approach by demonstrating empathy, patience, and active listening to deliver clear, accurate, and helpful guidance on the loan journey. Track and document call outcomes, customer interactions, and feedback accurately in the CRM system to support data-driven decision-making. Stay updated on product features, policies, market trends, competitive benchmarking, and FAQs to provide accurate and efficient support throughout the loan journey. Maintain consistent communication with customers, following up on unresolved issues to ensure timely and satisfactory resolutions Who you are: Minimum qualification of a bachelors degree or equivalent with 6 months to 2 years in an outbound call center or sales environment, preferably in digital lending (personal loans). Possess strong verbal communication skills, with fluency in three languages (proficiency in English and Hindi is desired Demonstrate basic proficiency in using CRM tools and maintaining accurate records. Exhibit problem-solving, persuasion, and convincing skills. Show eagerness to learn and adapt in a fast-paced environment. Pay attention to every detail to reduce friction and delight customers. Be prompt, courteous, and capable of building rapport with customers Interested Candidates can share CV at ashi.2khare@angelone.in