842 Demat Jobs - Page 3

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.

Direct sales of demat accounts (Opening) and margin collection for equity, commodity and currency for Sharekhan Revenue generation through brokerage To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients portfolios Handle and manage HNI clients Cross-Sales (Training products) Required Qualifications, Experience & CTC: Any Graduation/ Postgraduate Any prior experience in a similar field (Broking, Investment Advisory) is an added advantage Exp 1 to 3 Years || Salary: 15,000 to 30,000 Required skill set: In-depth knowledge about the stock market industry Should be target oriented Good Selling skills Should have the zeal to learn new things/ skills Good communication skills

Work closely with bank branch staff to drive life insurance sales. Leads are provided by the bank branch Build strong relationships with bank customers & staff. Meet and exceed assigned sales targets. Provide excellent post-sales service and support. Required Candidate profile Must be a Graduate Minimum 1+ year of experience in BFSI, Insurance Strong communication & relationship-building skills Local candidates preferred for better customer connect Call at: +91 93279 16832

Job Description Wealth Relationship Manager Roles and Responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory. Perks & Benefits: Bi-annual appraisal program. Growth in fixed CTC twice in a year with attractive quarterly incentives.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for generating brokerage primarily through Currency & Commodity Trading 2) Should have basic knowledge about Commodity & Currency Segment. 3) Develop and maintain a long-term relationship with customers to generate brokerage 4) Required to be constantly updated with the domestic markets. 5) Responsible for achieving targets set by the organization from time to time. 6) Grduation and commodity certificate is mandaory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1 ) Order Punching on behalf of client 2) New client acquisition 3) Cross selling of third party investment products. 4) Revenue generation 4) Graduation 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-4 LPA + incentive + Other benefit Job Description: 1) Order Punching on behalf of client 2) New client acquisition 3) Cross selling of third party investment products. 4) Revenue generation 5) Graduation and nism 8(equity derivative) is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com i f you are interested in the mentioned Job Role, you can call also on 9005316681

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager 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, etc) 4) Graduation and NISM 8 is mandatory Kindly reply with an updated CV at apex.samidha@gmail.com i f you are interested in the mentioned Job Role, you can call also on 9005316681

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Alternate Dealer/ Pure Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) To ensure active mgt of clients & achieve the target active AUM 2) To be responsible for identifying customer needs,assessing thei risk appetite and providing them investment options 3) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4) To achieve healthy revenues without compromising on client profitability 5) To have clear focus on client mining 6) To conduct regular Client Meetings & update the same in the meeting tracker 7) .To attain maximum reach of investment ideas/stock calls initiated 8) Keep a breast of the market news, financial trends and current affairs 9) To attend post result con-calls, analyst meets for improved client servicing 9) NISM 8 (Equity and derivative certificate) and grduation 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 on 9005316681.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2) Will be responsible for selling Equity based investment products to this set of customer base. 3) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively 6) Responsible for servicing and generating references from the partner bank Channel customer base. Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

• Lead & manage the team ensuring business targets are met. • Manage recruitment of Sales Persons. • Develop & Implement sales strategies to achieve revenue goals. • Provide training & assign task to Sales team. • Manage Performance report of Team. Required Candidate profile -Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits On Roll Job + High CTC Incentives + Allowances

Identify & develop business by networking within the community Schedule & conduct meeting with potential client Build & maintain relations with clients to foster trust & customer satisfaction exceed sales targets established by management Required Candidate profile -Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush )- Perks and benefits On Roll Job + High CTC Incentives + Allowances

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Alternate Dealer/ Pure Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- Trade Execution : Execute equity trades on behalf of clients during the absence of the primary dealer. Client Handling : Assist clients with equity investment queries, order placements, and trade confirmations. Risk Management : Monitor client positions and ensure compliance with risk and regulatory norms. Market Monitoring : Track market trends, stock performance, and provide basic inputs to clients. Backup Support : Act as a backup to the main equity dealer; ensure business continuity in their absence. Order Management : Manage order books efficiently and with accuracy. Compliance : Ensure all trades follow exchange rules and internal compliance standards. Client Reporting : Provide clients with trade summaries, contract notes, and portfolio insights as required. Coordination : Liaise with internal teams like research, operations, and compliance for smooth service delivery. NISM 8 (Equity and derivative certificate) and grduation is mandatory Kindly reply with an updated CV at apex.unnati@gmail.com if you are interested in the mentioned Job Role, you can call also on 9506943818.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Franchise Sales CTC- upto-5 LPA + incentive + Other benefit Roles & Responsibilities:- Sales Management : Drive sales growth across franchisee network. Franchisee Support : Provide training, guidance, and sales strategies to franchisees. Target Achievement : Monitor and ensure franchisee meets sales targets. Business Development : Identify new business opportunities and franchisee expansion. Relationship Building : Build strong partnerships with franchisees and ensure smooth operations. Performance Monitoring : Track sales performance and offer solutions for improvements. Market Analysis : Keep an eye on market trends and competitor activities. Promotions & Marketing : Collaborate on local marketing campaigns to boost sales. Reporting : Regularly report on franchisee sales performance to upper management. Customer Satisfaction : Ensure franchisee delivers excellent customer service. Graduation is mandatory. Kindly reply with an updated CV at apex.unnati@gmail.com if you are interested in the mentioned Job Role, you can call also on 9506943818.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodities Risk Manager CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Manage client/dealer limits for commodities 2) Evaluate risk profiles and set exposure limits 3) Process real-time limit changes during market hours 4) Process real-time limit changes during market hours 5) Operate MCX/NCDEX terminals and manage contract expiries 6) Oversee position limits and fund allocations 7) Participate in testing and implementation of RMS systems 8) Participate in testing and implementation of RMS systems 9) Handle EOD risk activities and circulate market updates Skills & Requirements:- 1) Graduate in Finance/Economics; MBA preferred 2) NISM Commodity Derivatives Certification (mandatory) 3) Proficiency in RMS and commodity platforms 4) Knowledge of commodity markets, MCX/NCDEX, and SEBI rules Kindly reply with an updated CV at apex.unnati@gmail.com if you are interested in the mentioned Job Role, you can call also on 9506943818.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1)Advising existing clients on commodity products 2) Passing on research calls and engaging clients to trade into commodity 3) Creation of revenue through effective advisory. 4) Graduation and commodity certificate is mandaory Kindly reply with an updated CV at apex.unnati@gmail.com if you are interested in the mentioned Job Role, you can call also on 9506943818.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2) Will be responsible for selling Equity based investment products to this set of customer base. 3) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively 6) Responsible for servicing and generating references from the partner bank Channel customer base. Kindly reply with an updated CV at apex.unnati@gmail.com if you are interested in the mentioned Job Role, you can call also on 9506943818.

Dear Candidate, Greetings From"APEX SERVICES" Role- Call & Trade CTC- up to- 4.5 lpa + incentive + Other benefit ROLES & RESPONSIBILITIES: -- 1. Responsible for handling inbound & outbound calls. 2 . Responsible for resolving the queries of investment products. 3. Identify customers needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Trade behalf of client Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8127854413

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Job Description: Sales Generation : Drive insurance product sales through bank branches (Bancassurance channel). Relationship Management : Build strong relationships with bank staff to increase lead generation and conversions. Lead Conversion : Work on walk-ins, referrals, and leads shared by bank partners. Training & Support : Train bank employees on insurance products and sales techniques. Target Achievement : Achieve monthly and quarterly sales targets set by the company. Customer Interaction : Meet customers to understand their financial needs and offer suitable insurance solutions. Cross-Selling : Identify opportunities for cross-selling and up-selling of insurance and related financial products. Graduation and NISM 8 (Equity Derivative certificate) is mandatory. Kindly reply with an updated CV a t apex.unnati@gmail.com if you are interested in the mentioned Job Role, you can call also on 9506943818.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-4 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Revenue generation 2) Customer Profiling 3) Activation of inactive clients 4) Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. 5) Cross selling other products 6) Client Interaction 7) Regular Meetings with clients for maintaining relations 8) References from existing clients to acquire new clients 9) Updating clients on market, companys research reports, new IPOs, etc 10) Proper confirmations of trades to clients on daily basis risk Management. 11) Group discussions & up-gradation of market information, research reports General 12) Strive towards achieving individual goals and thereby the branch and organizational goals Kindly reply with an updated CV at apex.unnati@gmail.com if you are interested in the mentioned Job Role, you can call also on 9506943818

Dear Candidate Greetings From"APEX SERVICES" Designation: Branch Dealer CTC- up to-5 lac+ incentive + Other benefit Years of Exp: 1 to 4 yrs Roles: 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 knowledge and market intelligence. 5• Responsible to ensure all activities are in adherence as per Compliance & Risk. 6 • Provide regular updates to the immediate superior as and when required. 7. Graduation and NISM 8 is mandatory Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8127854413

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clients for maintaining relations o References from existing clients to acquire new clients o Proper confirmations of trades to clients on daily basis. o NISM 8 certification is mandatory o Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with updated CV on apex.pandeypankaj@gmail.com if you are interested for the mentioned Job Role. you can call also on 7068764020

Dear Candidate, Role- Relationship Manager CTC- upto-5 LPA + incentive 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager 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, 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 on 9005316681.

Greetings From APEX SERVICES Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-7 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) 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 at apex.pragati@gmail.com if you are interested in the mentioned Job Role, you can call also on 7752865344.