842 Demat Jobs - Page 5

Role & 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 Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification IRDA Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Planning and coordinating agency activities to ensure business goals are met Implementing strategic plans and setting objectives for performance and growth Recruiting, training, and mentoring agency staff,achieving performance targets for sales

* 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 Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-hitisha.sresthinfo@gmail.com C-9106057150 Perks and benefits On Roll Job + High CTC Incentives + Allowances

* 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. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-hitisha.sresthinfo@gmail.com C - 9106057150 Perks and benefits On Roll Job + High CTC Incentives + Allowances

Mega Walk In Drive:- Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates kindly share their resume @9783801300 (Anjalisharma1@rathi.com) and can also refer your friends/Colleagues as well.

Deep Knowledge of Depository Operations. Sharp Knowledge of Local DPM, e-DPM, DMS and i-Assist and CDAS system. Document knowledge: Demat, Remat, MF redemption, Account opening (Individual and Non-Individual) DIS Execution, Scan process. Account Closure, Transmission, Closure-Cum-Transfer. DIS issuance. Graduation must. NISM VI must.

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 : Pandariya , Pendra Road, TIFRA, RAIGARH 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 SBI CAP SECURUTIES LIMITED shop No. 5 &6, 1st floor, T.M Business Park, Shrikant Verma Marg, Bilaspur, Chhattisgarh 495001

Job Specifications Profile- Sales Manager Designation- Sales Manager PRIMARY JOB RESPONSIBILITIES Key Responsibilities: Develop and execute equity sales strategies to meet and exceed business targets. Build his own Team & P&L. Build and nurture relationships with institutional clients, HNIs (High Net-Worth Individuals), and retail investors. Promote and sell equity and related financial products, including stocks, ETFs, and derivatives. Stay updated on market trends, economic data, and equity research to provide clients with timely insights and recommendations. Identify and onboard new clients while retaining and expanding the existing client base. Collaborate with research teams to deliver tailored investment solutions. Manage, mentor, and motivate a team of equity sales professionals to achieve individual and collective goals. Ensure compliance with regulatory requirements and company policies in all client interactions. Monitor market conditions and competitor activities to adjust strategies as needed. Prepare and deliver regular performance reports and forecasts to senior management. . This position reports to Branch Manager/ Cluster Head Academic requirements Bachelors degree in Finance, Commerce, or Economics (NISM certifications preferred). Location - Lucknow , Prayagraj and Varansai Experience 4+ years of experience in equity markets, wealth management, or a similar role. Team handling experience Yes Team Size 1+7 Key Competence & SKILLS REQUIRED Key Competence Customer-focused with a consultative sales approach. Strong problem-solving and negotiation skills. High attention to detail and ability to work under pressure. Proactive in identifying client needs and market opportunities. Skills Strong understanding of equity markets, third party products, and investment strategies. Excellent communication and interpersonal skills for client engagement. Ability to analyse market trends and provide actionable investment insights. Proficiency in using trading and CRM tools AGE GROUP PREFERRED3040 Years

Role & responsibilities Stay updated on competitive offerings and market trends in Debt and Equity. Demonstrate a thorough understanding of MF schemes and be able to discuss them with ease. Conduct training sessions at the branch level with Asset Management Companies (AMCs) and Channel Business Leaders (CBL). Act as the single point of contact to support the cluster's drive for Demat & Broking and Mutual Funds targets. Provide ground support for lead follow-up and client engagement activities. Organize periodic and need-based training sessions to enhance the skills and knowledge of the team. Facilitate joint customer meetings with sales and non-sales teams to ensure on-ground sales support. Work closely with Cluster Heads, Branch Managers, Regional Product Managers, and the Head Office (HO) team to drive business numbers. Engage with branches and customers to renew and upgrade existing plans. Meet customers as required to provide personalized investment advice and support. Travel within the cluster to ensure comprehensive coverage and support for all branches. Proven experience in Investments, Demat-Broking accounts, and Mutual Funds. Strong understanding of market trends in Debt and Equity. Excellent communication and presentation skills. Ability to conduct effective training sessions and facilitate joint customer meetings. Strong collaboration skills to work with various stakeholders within the cluster. Willingness to travel within the cluster for branch and customer engagements.

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

Roles and Responsibilities 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 Desired 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 24 to 35 years Interested candidates kindly share your cv to mohanraj.bhushnam@sbicapsec.com

MNC Bank-Video KYC Officer Thane | Malad | Vashi Day Shift|Outbound Process Salary: • Fresher: 17K net • Voice Exp: Up to 4.5 LPA All banking benefits Shift to Branch Banking after 2 yrs Call Sanika-9082104424 Apply: www.hyfly.in Required Candidate profile Do Video KYC Call customers to complete Full KYC. Verify Details Match docs with what’s submitted. Right Person Only Ensure the real customer Cross-Sell Pitch relevant banking products.

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

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

Role & responsibilities Please find below Job Description for Relationship Officer. 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

Role & responsibilities Please find below Job Description for Relationship Officer. 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

Role & responsibilities Please find below Job Description for Relationship Officer. 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

Role & responsibilities Please find below Job Description for Relationship Officer. 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

Job Overview: We are currently looking for a Relationship Manager, to join us. In this role you will be responsible to build and preserve trusting relationships with our clients, ensuring client satisfaction, and driving business growth. You will also be responsible to find ways to outperform our competition and maintain our companys positive image by building strong relationships with our clients to boost our brand and profits in the long run. Responsibilities : Direct Sales 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 vidhi@lkpsec.com 7039445995

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 Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number Insurance Corporate Agency Licence (SP Certificate) (for Insurance) will be an added advantage.

Acquire digital clients for Demat accounts using provided leads. Drive app downloads and ensure KYC completion. Basic understanding of the stock market, including terms like Demat accounts, Nifty 50, Sensex, SEBI, etc. Required Candidate profile Salary: upto 25k+ Incentives up to 70K To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri: 7796426785 Perks and benefits Good Salary with Unlimited Incentives !

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:- 77964 26785 Immediate Joiners Only

Job Title: Voice Sales Executive BlinkX Demat Process Company: JM Financial Services Location: Andheri East, Mumbai Openings: 100 positions Job Summary: We are hiring enthusiastic and results-driven Voice Sales Executives for the BlinkX Demat Process. This is an excellent opportunity for individuals with telesales experience, looking to build a career in the financial services sector. Key Responsibilities: Conduct outbound calls to prospective clients for opening Demat accounts. Explain BlinkX product offerings and stock market services clearly and effectively. Achieve daily/weekly/monthly sales targets. Maintain customer follow-ups and update records in the CRM. Handle customer queries and provide timely support. Ensure compliance with all company policies and regulatory guidelines. Required Skills & Qualifications: Minimum 6 months of outbound telesales experience (BPO/Banking/Insurance preferred). Fluency in English and Hindi is a must. Minimum qualification: HSC/Graduate . Age group: 20 to 30 years . Good communication and convincing skills. Basic understanding of the stock market preferred. Must be an immediate joiner . Job Details: Shift Timing: 9:00 AM – 7:00 PM Work Days: 6 days a week ( Saturday & Sunday compulsory ) Salary: 17,000 – 25,000 (Net) + Incentives up to 70,000 Training: 3 Days (Paid) How to Apply: Call or WhatsApp your updated CV to: Contact on :- HR Dhanashri – 7796426785

Acquire New Clients Explain products and services Provide investment application forms to customers Achieve Sales Target Mutual Funds , IPO, Commodity, Bonds , Equity Insurance Daily sales report Achieve Sales Target Required Candidate profile Notice Period max 30 days Experience in Financial products is Mandatory

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