866 Demat Jobs - Page 5

Hiring Banking Sales Professional! Generate leads, open accounts, and cross-sell products. Deliver exceptional customer service and maintain accurate records. Participate in training to stay updated. Sales Support. Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-33 Any industry from sales experience 1 to 4 Years BFSI work experience preferred Good communication & interpersonal skills Perks and benefits Fixed package Incentives Medical Insurance Coverag

Engage with walk-in customers and company-assigned leads Conduct client meetings and visits to close deals Maintain strong follow-up with leads and existing customers Provide post-sales support Upsell and cross-sell other financial products Required Candidate profile Experience: Minimum 1 year in any Sales Education: Graduate in any stream Age: 21 to 37 years Skills: Strong communication, sales aptitude, and client relationship skills

India's Leading Insurance Company is seeking a highly motivated and results-oriented Bancassurance Sales Manager to join our growing Banca Channel team. In this critical role, you will be responsible for developing strategic partnerships with branch relationship managers and bank staff to achieve ambitious sales targets for insurance products. Responsibilities: Build and maintain strong relationships with branch managers and other bank personnel within a designated territory. Identify and qualify potential insurance leads from the bank's customer base. Understand and effectively explain the features and benefits of various insurance products, including life insurance, health insurance, and other relevant offerings. Match client needs with suitable insurance solutions, ensuring clear communication of risks and benefits. Assist bank staff in the sales process, providing training and support for effective product promotion. Process insurance applications accurately and efficiently, ensuring adherence to company guidelines and regulatory requirements. Monitor and analyze sales performance, identifying areas for improvement and exceeding assigned sales targets. Contribute to the development and implementation of effective sales strategies within the branch network. Qualifications and Experience: Bachelor's degree in any discipline (preferred). Minimum 1to 6 years of experience in BFSI Sector . Strong understanding of life and/or health insurance products and their applications. Excellent communication, interpersonal, and presentation skills. Ability to build rapport and trust with diverse clientele and bank staff. Proven ability to achieve and exceed sales targets in a competitive environment. Excellent time management and organizational skills. For more information - Kindly Contact Us: Nisha P | HR Team Phone/WhatsApp: +91 9904750213

Urgent Opening For Equity Dealer - Parbhani, Aurangabad, Ahmednagar, Nagpur, Nashik, Amravati Qualification: Any Graduate Certification: NISM VIIII Mandatory Experience: 1+ years Interested candidates can share cv at divya.chawla@religare.com or call on 8169023289 Please find below Job description for the Relationship Manager Dealing role - 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. Thanks & Regards, Divya Chawla Human Resource

As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Interested candidates can share Cv at divya.chawla@religare.com or WhatsApp on 8169023289 Job Specification : Good communication (verbal and written) skills Ability to speak in local language Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 1 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Position:- Relationship Manager Mode:- Online digital sales Product:- Ulip plans(mutual Fund) Some basic eligibility criteria are given below :: - Graduate/Post-graduate (Preferred) - Financial products knowledge is must (MF/FD/Gold/ULIPs etc.) - Good communication skills (Hindi/English) - Immigiate joiners only - Minimum 2-3 years of experience in Life Insurance(Policy Bazaar and other aggregators etc.) Salary negotiable depends on last drawn Week Off:- 6 days working with any 1 days rotational off. Shift Time:- 9.30 to 6.30 (Fixed Shift any 9 hours). Rounds of Interviews:- HR Round Trainer Round Business Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Sayali: 9158043197

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

Min 6 month of exp-NISM 8 mandatory. Terminal seating Order punching on behalf of client Revenue generation by cross selling of products like equity, Mutual fund, SIP Portfolio Management.

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Saumya: 8263043709

Requirements: 2+ years of B2B/B2C sales experience in financial services (Good to have) Strong understanding of financial products like Insurance, PMS, AIF, MF, etc. Excellent communication and negotiation skills. Proficiency in CRM

Department : Alternate Channel Role : KAM Grade : E1/E2 Designation : Assistant Manager/Deputy Manager Location : Chennai Roles & Responsibilities: - 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Required Skills : - 1. Graduate / Post graduate with minimum 1 year of selling experience. 2. Should have good communication & presentation skills. 3. Should be a self-starter, proactive & target oriented. 4. Should possess strong networking & relationship building skills. 5. May have good existing client relationships in the market. 6. Should have effective servicing skills and should be excellent in conflict management. Interested Candidates can share their resumes- pradeepkumar.muthukumar@kotak.com Contact no.- 8422917233

Handling the walk in customers of the bank Understanding needs of the customer and pitching righteous product to the end investor. Meeting the channel partners and advisors and keeping them updated about the products and its Features & Benefits. Required Candidate profile Eager to earn Incentives Must be career Ambitious, Wiling to work with Large Investment Companies Good Communication and Interpersonal Skill Must Be Graduate before 2024 Contact Samiksha 9545830806

Dear Concern, Greeting for the Day! mastertrust is one of the leading financial services groups in India with a strong belief in nurturing investment culture. Currently we are looking for the role of Equity Dealer” for our corporate office situated at “Delhi- Barakhamba Road” Experience - 2-3 years Job Details To ensure dealing is done as per rules and regulations of authorities & all confirmations of the trade is done on daily basis. Build and maintain strong relationships with clients, understand their investment goals, and provide personalized investment solutions based on their profiling. Advice clients on products of the company & cross sell the products. Addressing client queries, work on reactivation of the clients. Focus on revenue generation. NISM VIII and I certification is mandatory. Skills Required Must possess experience in same industry. Good Communication - Verbal & Non-Verbal Self-Motivated. Graduate Please share your CV at pratima.suyal@masertrust.co.in or call me at 9870557180

Payroll-Bank Des-Phone Banking Process-Inbound Salary-4.5 Lakh Graduate with 6 months exp Candidate with BPO Exp/Banking RM can also apply Location-Thane/Malad Can apply branch banking after 2 yrs all banking facilities Call 7738521154 Harpreet 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.

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 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

Payroll-Bank Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 18000 Work Location-Thane/Mumbai/Vashi/Ghansoli Call-8169642494 Yogesh www.hyfly.in Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs

Payroll-Bank Process-Inbound Voice Des-Phone Banking Officer Voice Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 28000 Work Location-Thane/Mumbai/Vashi/Ghansoli/Belapur/Airoli/Nahur Call-9082104424 Sanika www.hyfly.in Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs

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

Job Title: Relationship Manager Sales (Finance Broking) Location: Faridabad Department: Finance Key Responsibilities: Acquire new clients through direct sales activities, networking, referrals, and leads provided. Understand client requirements in areas such as business loans, personal loans, home loans, loan against property, working capital funding, etc. Offer appropriate finance products from a panel of banks and NBFCs (Non-Banking Financial Companies). Maintain strong follow-up with clients and lenders to ensure quick closure of deals. Achieve and exceed assigned sales targets consistently. Manage and grow a portfolio of high-quality client relationships. Maintain client data, activity tracking, and documentation accurately. Coordinate with internal credit, documentation, and operations teams for smooth processing of client applications. Provide clients with regular updates regarding their applications and maintain high levels of client satisfaction. Stay updated with product knowledge, market trends, and lender policies. Desired Candidate Profile: Experience: 1-6 years in financial services, banking, NBFC, or DSA (Direct Selling Agent) background. Education: Graduate/Postgraduate in any discipline (Finance background preferred but not mandatory). Compensation: Fixed Salary + Performance-based Incentives. If interested, then share your resume at admin@sanguinecapital.co.in

Job Description | Relationship Officer Organization: SBICAP Securities Ltd. About the company : The broking arm of the prestigious State Bank Group, SBICAP Securities Ltd (SSL) is a wholly-owned subsidiary of SBI Capital Markets Ltd. Commencing operations since the firstquarter of the financial year 2006-07, our aim is to provide seamless access to primary and secondary markets to investors, institutional and retail. At SBICAP Securities we aim to select the right person for the right job and create a distinctive environment for the to learn, experiment, and grow. Position: Relationship Officer - Demat Accounts Criteria: Candidate must be a graduate. Fresher scan also apply Location: Nashik Job Description: To source the business via allotted SBI bank branches or open market and help clients with a demo by helping them to initiate trading activities after Demat account opening. Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross-sell other products as directed time to time. Ensure the achievement of the given business target. Annual CTC: As per the location (Salary may be negotiated for candidates with relevant experience) Perks: Attractive incentives based on performance **********************

Position:- Relationship Manager Mode:- Online digital sales Product:- Ulip plans(mutual Fund) Some basic eligibility criteria are given below :: - Graduate/Post-graduate (Preferred) - Financial products knowledge is must (MF/FD/Gold/ULIPs etc.) - Good communication skills (Hindi/English) - Immigiate joiners only - Minimum 2-3 years of experience in Life Insurance(Policy Bazaar and other aggregators etc.) Salary negotiable depends on last drawn Week Off:- 6 days working with any 1 days rotational off. Shift Time:- 9.30 to 6.30 (Fixed Shift any 9 hours). Rounds of Interviews:- HR Round Trainer Round Business Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681