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1 - 5 years
3 - 6 Lacs
Mumbai Suburbs, Mumbai, Mumbai (All Areas)
Work from Office
Relationship Manager/Associate - Equity Dealer Job description Role Description: To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options Role Description: 1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf 2. To achieve healthy revenues without compromising on clients profitability 3. To conduct regular client meeting after market hours New client acquisition 4. To attain maximum reach of investment ideas/stock calls initiated 5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients 6. Keep abreast of the market news, financial trends and current affairs Specific Role Responsibilities: 1. Placing order on behalf of client 2. Advising clients with regards to their Investment in Equity 3. Client meeting, Branch visits 4. Help new client to activate their account 5. Activating Stop trader client 6. New account acquisition Graduation is Mandatory. NISM 8 is Mandatory How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali 91580 43197
Posted 3 months ago
1 - 5 years
3 - 6 Lacs
Navi Mumbai, Thane, Mumbai (All Areas)
Work from Office
Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri-7796426785
Posted 3 months ago
2 - 7 years
6 - 10 Lacs
Navi Mumbai, Thane, Mumbai (All Areas)
Work from Office
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 9082104424 Firdous 8850266500 Apoorva 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
Posted 3 months ago
0 - 5 years
3 - 4 Lacs
Mumbai Suburbs, Navi Mumbai, Mumbai (All Areas)
Work from Office
inbound Phone Banking Officer Equity Dealer Mutual Fund Advisor Credit Card Sales Insurance Calling Advisor Welcome Calling Renewal And Retentions Banking Customer Service E - Channel Sales Call-8080702016 / 9082104424 /8850266500 / 9321254884 Required Candidate profile Graduate Fresher Welcome Day rotational Shift Calling exp added advantage Direct bank Contact center ( Non BPO) Job Location-Mumbai/Dombivli/Andheri/Vashi/Airoli/Belapur/Pune-Wanavrie www.hyfly.in
Posted 3 months ago
0 - 5 years
3 - 4 Lacs
Thane, Kalyan/Dombivli, Mumbai (All Areas)
Work from Office
Payroll-Bank Des-Phone Banking Process-Inbound Salary-4 Lakh Graduate Fresher Candidate with BPO Exp/Banking RM can also apply Location-Andheri/Thane Can apply branch banking after 2 yrs all banking facilities Call 9321254884 Ritu www.hyfly.in Required Candidate profile 1. Outbound calling and converting lead into sales. 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. Achieving weekly, monthly, target.
Posted 3 months ago
0 - 3 years
2 - 3 Lacs
Mandvi, Gandhidham, Bhuj
Work from Office
We are hiring for Relationship Executive Identify sales opportunities - Achieve sales Goals - Conduct market activities - Enhance the business - Cross Sales Bank Products Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Fresher's Can Apply Bike & license Note: Interested candidate can send their resume on Whats App No - 9328406519
Posted 3 months ago
4 - 9 years
5 - 15 Lacs
Chennai, Bengaluru, Kolkata
Work from Office
In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.
Posted 3 months ago
1 - 5 years
3 - 6 Lacs
Pune
Work from Office
*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience *** ***NISM 8 Mandatory*** How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9923656681
Posted 3 months ago
1 - 5 years
3 - 6 Lacs
Mumbai Suburbs, Navi Mumbai, Mumbai (All Areas)
Work from Office
Key Deliverables: New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each. Role Requirements: Educational Qualifications: Graduation Experience: 1+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Perks and benefits : Decent Incentives and Appraisals. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Rutuja: 7796426801
Posted 3 months ago
1 - 5 years
3 - 6 Lacs
Bengaluru, Bangalore Rural
Work from Office
Key Deliverables: New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each. Role Requirements: Educational Qualifications: Graduation Experience: 1+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Perks and benefits : Decent Incentives and Appraisals. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Rutuja: 7796426801
Posted 3 months ago
1 - 5 years
3 - 6 Lacs
Ernakulam, Bengaluru, Bangalore Rural
Work from Office
*Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience *** ***NISM 8 Mandatory*** How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Saumya: 8263043709
Posted 3 months ago
3 - 8 years
15 - 25 Lacs
Bengaluru, Bangalore Rural
Work from Office
Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office
Posted 3 months ago
1 - 5 years
3 - 6 Lacs
Bengaluru, Bangalore Rural
Work from Office
Relationship Manager/Associate - Equity Dealer Job description Role Description: To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options Role Description: 1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf 2. To achieve healthy revenues without compromising on clients profitability 3. To conduct regular client meeting after market hours New client acquisition 4. To attain maximum reach of investment ideas/stock calls initiated 5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients 6. Keep abreast of the market news, financial trends and current affairs Specific Role Responsibilities: 1. Placing order on behalf of client 2. Advising clients with regards to their Investment in Equity 3. Client meeting, Branch visits 4. Help new client to activate their account 5. Activating Stop trader client 6. New account acquisition Graduation is Mandatory. NISM 8 is Mandatory How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash: 9156902218
Posted 3 months ago
0 - 2 years
0 - 3 Lacs
Navi Mumbai, Thane, Mumbai (All Areas)
Work from Office
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 Providing clients with demo and handhold to initiate trading activities after account opening Selling of third party products Preferred candidate profile Any fresher/ experience in Demat Account Opening can apply This job is on a fixed term contract with SBI Cap Securities Ltd Keen for Sales profile Perks and benefits Fixed CTC + Incentives Branch Banking Exposure Age- 21 to 29 years Dress Code- Formals Interested candidates can share the resumes at Aishwarya.pednekar@sbicapsec.com
Posted 3 months ago
2 - 7 years
5 - 12 Lacs
Delhi NCR, Delhi, Bengaluru
Work from Office
Role & responsibilities Function/ Department: Branch Banking Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Preferred candidate profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition / Retail Branch Banking Locations- Bangalore / New Delhi- Delhi NCR Interested Candidates Directly reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 References would be Highly Preferred !!
Posted 3 months ago
1 - 6 years
1 - 4 Lacs
Thane
Work from Office
Payroll-Bank Payroll Online dealing desk - 6 month bpo exp & NISM 5A certified fresher can apply - 3 lpa digital onboarding - 0-6 months bpo exp or fresher - 3.25 lpa Customer Service - 0-1 yr exp - 3.25 lpa Call 8080126356 Shilpa www.hyfly.in Required Candidate profile Explain the product to the client and solve any queries for opening Demat & Trading account. Achieve the assigned targets for client acquisition. Be updated on Market Outlook and Product Knowledge. Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
2 - 7 years
2 - 6 Lacs
Thane
Work from Office
Des-Online Dealing Desk Online Reactivation Desk Online Activations Desk Equity Dealer - Salary-3 lakh to 6.5 lakh JD Helps in Buying & Dealing of shares on behalf of Customers Confirmation & execution of orders Promoting financial products Required Candidate profile Work Location- Call and Trade Equity Dealer - Airoli and Lower Parel Payroll-Bank Payroll Receiving calls Graduate Fresher NISM 8 certified Call 8080126356 Shilpa hyflyhr9@gmail.com www.hyfly.in Perks and benefits Medical Allowance + Daily Allowance
Posted 3 months ago
3 - 6 years
3 - 4 Lacs
Thane
Work from Office
Attend visitors by greeting, welcoming, directing and announcing them appropriately Answer, screen and forward any incoming phone calls while providing basic information Receive and sort daily mail/deliveries/couriers Payroll-Bank Subsidiary Required Candidate profile Graduate with Around 3-4 years’ experience in Front desk High integrity with no adverse records in past The ability to work independently and in small teams www.hyfly.in call 7738521154 Shilpa
Posted 3 months ago
1 - 6 years
2 - 6 Lacs
Mumbai Suburbs, Navi Mumbai, Mumbai (All Areas)
Work from Office
Business Development Manager Job Description Role & Responsibilities: Acquire 7-8 new clients per month from the open market through proactive prospecting and networking. Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity. Drive revenue generation from all products within sourced accounts, ensuring continued business growth. Achieve a target of 5 SIPs per month, each of Rs. 2000. Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions. Meet monthly and quarterly sales targets through effective client management and strategic cross-selling. Preferred Candidate Profile: Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds. Strong communication and interpersonal skills with the ability to engage and build relationships with clients. Good knowledge of broking and operations within the financial services industry. Prior experience in the broking industry is a plus. Perks and Benefits: PF and Insurance coverage Fixed salary with attractive performance-based incentives Work Location: Borivali Interview Process: HR Round Sales Manager Round How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Rutuja: 7796426801
Posted 3 months ago
1 - 6 years
3 - 6 Lacs
Bengaluru, Bangalore Rural
Work from Office
Job Responsibilites: Acquire 7-8 new clients monthly through networking and referrals. Cross-sell investment products to meet clients' financial goals. Drive revenue by achieving client acquisition Promote 5 SIPs/month Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Saumya:8263043709 Perks and benefits Fixed Salary huge Incentives Growth opportunities
Posted 3 months ago
1 - 5 years
3 - 6 Lacs
Pune
Work from Office
Key Deliverables : New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each. Role Requirements : Educational Qualifications: Graduation Experience: 1+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Perks and benefits : Decent Incentives and Appraisals. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR SAYALI 91580 43197
Posted 3 months ago
1 - 4 years
3 - 4 Lacs
Bhubaneshwar, Guwahati, Gangtok
Work from Office
Handle the Walkin customers on branch. Attend daily 2-3 meeting with customers. Lead and manage the team for Sales. Provide proper training and guidance to team members. Motivate them to achieve sales target. Manage sales of other banking products. Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Must be local Should have valid documents Share CV on below details Mail - piyush@sresthinfo.com Call - 7984704065 (Piyush) Perks and benefits On roll job + High CTC Incentives + TA/DA
Posted 3 months ago
1 - 5 years
3 - 3 Lacs
Sitapur, Bareilly, Moradabad
Work from Office
• Maintain healthy relations with Customers. • Look for better sales Opportunity to grow company revenue. • Lead and manage the activity of sales team. • Motivate them for Sales. • Handle the walkin customers. • Cross sale of other banking products. Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Must be local Should have valid documents Share CV on below details Mail - piyush@sresthinfo.com Call - 7984704065 (Piyush) Perks and benefits On Roll job + High CTC Incentives + Allowances
Posted 3 months ago
1 - 6 years
3 - 4 Lacs
Navi Mumbai, Thane, Mumbai (All Areas)
Work from Office
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 9773553319 Simran 9022157571 Shweta Required Candidate profile 1. Outbound calling and converting lead into sales. 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. Achieving weekly, monthly, target.
Posted 3 months ago
0 - 5 years
3 - 3 Lacs
Navi Mumbai, Thane, Mumbai (All Areas)
Work from Office
Des-Online Activation Desk Executive Payroll-Third Largest Broking Co Location-Airoli Salary-upto 21k Graduate Fresher with good com skills Fixed sun off Fixed Day shift call 8080702016 Sanika email-hyflyhr9@gmail.com www.hyfly.in Free Placement Required Candidate profile Need to call new to bank customer help them activate service welcome calling and giving all the information related to new demat account cross selling and do activation of Digital broking account
Posted 3 months ago
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The demat job market in India is thriving with opportunities for skilled professionals in the field. Demat, short for dematerialization, refers to the conversion of physical shares into electronic format. As more and more investors opt for paperless trading, the demand for demat professionals has been on the rise.
The estimated salary range for demat professionals in India varies based on experience levels. Entry-level positions may start around INR 3-4 lakhs per annum, while experienced professionals can earn upwards of INR 10 lakhs per annum.
In the demat field, a typical career path may progress from Demat Executive to Demat Manager, and then to Senior Demat Analyst. Further advancement could lead to roles like Demat Team Lead or Demat Operations Manager.
Besides expertise in dematerialization processes, demat professionals often benefit from proficiency in data management, financial analysis, customer service, and regulatory compliance.
As you explore opportunities in the demat job market in India, remember to hone your skills, stay updated with industry trends, and showcase your expertise confidently during interviews. With determination and preparation, you can embark on a successful career in demat operations. Good luck!
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