842 Demat Jobs - Page 4

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.ujjwal@gmail.com if you are interested for the mentioned Job Role. you can call also on 6394266681

Position Relationship Managers Department Bancassurance A. KEY RESPONSIBILITIES Achieving sales targets Increase in number of active branches Encouraging bank staff Arranging training programs for bank staff on products Increasing productivity B. MEASURE OF SUCCESS Achievement of sales target Relationship Management at Regional/Branch level C. Qualification / Experience Any Graduate or Post Graduate 1 to 2 years of relevant experience D. Skills Required Product Knowledge Action planning Good relationship with BMs / Bank Staff Good communication skills Persuasive

Assistant/Deputy Manager for Leading Stock Broking Company It's for Demat Direct Sales & Equity dealer in Leading Broking Company Minimum 1 Year Experience in Demat Sales or In Cross Sale have handled Demat. Graduation is must.

Position Full time Company - Choice International Location Pan India Job Type Full time About us 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. Position Summary: Are you ready to take your career to the next level in the financial services industry? We are looking for a motivated and dynamic Partner Onboarding Specialist to join our team! In this role, you will conduct outbound calls to partners, presenting our diverse range of financial products and services. You will facilitate the end-to-end onboarding process for new franchise and business partners, ensuring a smooth transition into our organization. This includes sharing welcome materials, coordinating with various departments to set up necessary payouts, and ensuring all paperwork is completed accurately and on time. Key Responsibilities: - Engage and Inform: Effectively pitch and inform partners about our insurance, mutual funds, and other banking products. - Primary Point of Contact: Serve as the main point of contact for new franchises during their onboarding period, addressing questions or concerns and providing guidance on company procedures, resources, and available support channels. - Monitor Performance: Track and report on performance metrics, partner feedback, and overall business impact. - Collaborate Internally: Work closely with the internal team to align product offerings with client needs and company goals. Requirements: - Communication Skills: Excellent verbal and written communication skills in both English and Hindi. - Eagerness to Learn: A demonstrated eagerness to learn and adapt in a dynamic environment. - Financial Knowledge: A basic understanding of financial products and concepts. - Sales Experience: Prior experience in selling financial products, such as insurance or mutual funds, is advantageous. - Educational Background: A Bachelors degree in Finance is preferred. Why Join Us? - Be part of a dynamic team that values collaboration and innovation. - Gain valuable experience in the financial services industry. - Opportunity for professional growth and development.

Role & responsibilities : Ensure each team member contributes to achieve the overall revenue target, No individual target to team leader. Training team members, setting strategy and monitoring progress towards the goals. Take one on one session with advisors who are non-performers and make sure to enhance their performance. Ensure to achieve team targets in terms of revenue/TPP & client acquisition. Daily activation and reactivation of clients in derivatives and E- margin. Close tracking of TPP follow ups and closures. Maintain healthy relationship with top clients of the team. Coordinating with research team for advice, review of the portfolio for top customers on regular basis. Ensure compliance and adherence to regulations. Preferred candidate profile • NISM-8 certification is desirable. • Good man management skills, Customer Acquisition and Client Relationship Management. • Should have good product / industry information. Interested candidates can send their updated CV to jim.mathew@sbicapsec.com

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.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 70525 51753 .

Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham Y. Perks and benefits On Roll - Full Time Insurance Career Mediclaim

As a Life Insurance Sales in our organization, you will be responsible for promoting & selling life insurance policies directly to clients. This role offers immense growth opportunities & the chance to make a significant impact in insurance industry. Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 21 to 39 Years * Good Communications Skills * Fresher's Can't Apply

Hi, we are hiring. Location: Bangalore(HSR Layout) Key Responsibilities and Accountabilities (KRAs) Distributor Management Manage a portfolio of assigned distributors Push distributors to achieve business targets and grow their loan against mutual funds portfolio Build and maintain long-term relationships with distributors Conduct regular meetings and check-ins to understand distributor needs and challenges Business Development Encourage and motivate distributors to increase their loan against mutual funds business Identify and capitalize on growth opportunities within the distributor network Collaborate with distributors to develop strategies for expanding their customer base Problem Solving and Support Act as the primary point of contact for distributors and their customers Promptly address and resolve issues faced by distributors and their customers Escalate complex problems to appropriate internal teams and follow up until resolution Distributor Education and Enablement Guide distributors on how to enable their customer base to take loans against mutual funds instantly Provide training and resources to help distributors understand Volt Money's products and processes Share best practices and success stories to inspire and educate distributors Reporting and Analysis Maintain accurate records of distributor performance and interactions Prepare and present regular reports on distributor business growth and relationship status Analyze trends and provide insights to improve distributor performance and satisfaction Qualifications and Skills Bachelor's degree in Business, Finance, or a related field 3+ years of experience in relationship management, preferably in the financial services sector Strong understanding of mutual funds and loan products, especially loans against mutual funds Excellent communication and interpersonal skills Proven track record in managing business relationships and driving growth Strong problem-solving and analytical skills Proficiency in MS Excel and CRM software Personal Attributes Self-motivated and results-oriented Excellent relationship-building skills with the ability to work effectively with diverse stakeholders Adaptable and able to work in a fast-paced environment High level of integrity and professionalism Enthusiasm for financial technology and innovation Customer-centric approach with a passion for solving problems If anyone Interested Please Contact me E Mail: srikanth.xms@gmail.com/8919869111

Kotak Securities is looking for a Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, Demat Account opening,banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales

Kotak Securities is looking for a Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, Demat Account opening,banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales

Kotak Securities is looking for a Sales Executive to drive sales of Demat accounts, mutual funds, and other investment products. The role requires engaging with potential customers, explaining financial products, and achieving sales targets. Required Candidate profile Education: Graduate in any discipline (Finance/Marketing preferred). Experience: 1-3 years in sales of financial products, preferably in stockbroking, Demat Account opening,banking, or mutual funds. Perks and benefits Career growth opportunities in financial sales

JM Financial Services Voice Sales (BlinkX Demat Process) Location: Andheri East (100 openings each) Shift: 9 AM 7 PM | 6 Days Working (Sat & Sun compulsory) Salary: 17K-25K Net + Incentives up to 70K Requirements: Min 6 months outbound telesales (BPO/Banking/Insurance) Fluent in English + Hindi HSC/Graduate | Age 2030 Immediate joiners only Stock market knowledge preferred Training: 3 Days | How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR sayali :9158043197

Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 9158043197 Immediate Joiners Only

Drive sales and client acquisition by converting physical securities into dematerialized form while managing end-to-end client relationships and compliance processes

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 Location : Nipania, M G road Market, Nemi Nagar Extension, Civil Lines, Sanyogita Ganj, Siyaganj, RNT Marg, Manik Bagh Road, Yeshwant Niwas road,Palsikar Colony, Indore, Madhya Pradesh, Vijay Nagar, Jhabua, Bhanpura, Shamgarh, Barwani 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 Revathy HR Contact number : 9025429493 SBI CAP SECURUTIES LIMITED Regional Office 204, Oasis Trade Tower 20/22, Y.N road, Opp. Rani Sati Gate, Indore 452003 MP

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 Location : Nipania, M G road Market, Nemi Nagar Extension, Civil Lines, Sanyogita Ganj, Siyaganj, RNT Marg, Manik Bagh Road, Yeshwant Niwas road,Palsikar Colony, Indore, Madhya Pradesh, Vijay Nagar, Jhabua, Bhanpura, Shamgarh, Barwani 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 Revathy HR Contact number : 9025429493 SBI CAP SECURUTIES LIMITED Regional Office 204, Oasis Trade Tower 20/22, Y.N road, Opp. Rani Sati Gate, Indore 452003 MP

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 Location : Nipania, M G road Market, Nemi Nagar Extension, Civil Lines, Sanyogita Ganj, Siyaganj, RNT Marg, Manik Bagh Road, Yeshwant Niwas road,Palsikar Colony, Indore, Madhya Pradesh, Vijay Nagar, Jhabua, Bhanpura, Shamgarh, Barwani 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 Revathy HR Contact number : 9025429493 SBI CAP SECURUTIES LIMITED Regional Office 204, Oasis Trade Tower 20/22, Y.N road, Opp. Rani Sati Gate, Indore 452003 MP

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 Location : Nipania, M G road Market, Nemi Nagar Extension, Civil Lines, Sanyogita Ganj, Siyaganj, RNT Marg, Manik Bagh Road, Yeshwant Niwas road,Palsikar Colony, Indore, Madhya Pradesh, Vijay Nagar, Jhabua, Bhanpura, Shamgarh, Barwani 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 Revathy HR Contact number : 9025429493 SBI CAP SECURUTIES LIMITED Regional Office 204, Oasis Trade Tower 20/22, Y.N road, Opp. Rani Sati Gate, Indore 452003 MP

This is for Angle one franchisee office Role & responsibilities This is for Angle one franchisee office Stock Broker Client Acquisition & Broking Generation Preferred candidate profile We are looking for a proactive Stock Broker to focus on acquiring new clients and generating broking revenue. The role involves client onboarding, managing investment portfolios, and driving daily trading activity across various market segments.

Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Roles and Responsibilities: Relationship Manager/Relationship Manager Cum Dealer Responsibilities: - 1) Acquisition of High Net Worth customers 2) Acquiring new customers and cross sell of third party products 3) Initiate and conduct micro marketing events focused on target segments 4) Suggesting the scrip to the client for trading and ensuring maximum profit to client which is recommended by our research team 5) Handling portfolio of the client according to his nature of investment 6) Building relationships with clients & educating them about Investments 7) Buying & Selling of shares on Behalf of clients 8) Confirmation & Execution of orders 9) Advising clients based on research reports 10)Achieving targets as assigned by the organization on a monthly/ quarterly and yearly basis Roles and Responsibilities: Branch Manager Responsibilities: - 1. Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch 2. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on HNI segments to achieve targets & CROSS SALES OF THIRD PARTY PRODUCTS 3. Responsible to manage team of dealers / equity advisors & 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 4. 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 5. Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch. 6. Provide regular updates to the immediate superior as and when required Team Handling

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship