867 Demat Jobs - Page 6

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

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 first quarter 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 environmentfor them to learn, experiment, and grow. Position: Relationship Officer - Demat Accounts Criteria: Candidate must be a graduate. Freshers can also apply Location: Dhule ( Shirpur / Sakri ) 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. Age not more than 29 Years. Annual CTC: As per the location (Salary may be negotiated for candidates with relevant experience) Perks: Attractive incentives based on performance

Advising and Servicing Clients Executing Trades Maintaining Compliance Building and Retaining Client Relationships Monitoring Market Trends Managing MIS and Reporting Skills Graduate / Post graduate with 1 to 4 yrs experience. Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented. Should possess strong communication skills. NISM VIII certificate is necessary. For any other queries call on 7039279297

Job Title: Relationship Manager Location: Navi Mumbai About the company 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. Job Summary: We are looking for a proactive Relationship Manager to manage client relationships focused on mutual fund equity products and financial services. You will provide tailored investment solutions and advice while ensuring client satisfaction. Key Responsibilities: - Client Management: Build and maintain strong relationships with clients, addressing inquiries and providing investment guidance. - Advisory Services: Analyze clients financial needs and recommend suitable mutual fund and equity products. - Business Development: Identify and pursue new business opportunities; conduct client education workshops. - Market Knowledge: Stay updated on industry trends and regulations to inform clients and enhance product offerings. - Compliance: Ensure adherence to regulatory requirements and prepare client portfolio reports. Qualifications: - Bachelors degree in Finance or related field; Masters degree or certifications (CFA/CFP) preferred. - 1 year of experience in relationship management in financial services. - Strong knowledge of mutual funds and equity markets. - Excellent communication and analytical skills. What We Offer: - Competitive salary and bonuses - Comprehensive benefits package - Opportunities for professional development

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

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 www.hyfly.in 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 Des-Video KYC Officer Process-Outbound Fixed Day Shift Salary- Graduate fresher-17k net Exp in voice -4.5 lakh Location-Thane/Malad/Vashi Can apply branch banking after 2 yrs all banking facilities Call 9082104424 Sanika www.hyfly.in Required Candidate profile Video call customers to complete the Full KYC Verify the details submitted by the customer while opening the account Ensure VKYC is completed by the Right Party only Cross-sell other banking products

Payroll-Bank Process-Inbound Phone Banking Officer Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher+ Launch Provided By co Work Location-Belapur/Nerul/Mahape Call -8169642494 Yogesh www.hyfly.in Required Candidate profile Resolve customer queries and complaints over the phone Provide customers with relevant product and service information Cross-sell banking products to existing customers over the phone

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 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 o n 9005316681.

Branch Manager - Job description: Responsible for driving sales and brokerage revenue through Relationship Manager & advisor and make sure they achieve their KRA Revenue product wise, segment wise and Branch level Profit Resolve all back office issues and ensure smooth operations at the branch Adhere to agreed SLA's for the branch Monitor processes and suggest improvements based on contact with customers Recruitment, training and retention of manpower as per approval

achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain paramount. To meet sales targets through fulfilment of leads, generating own references and conducting onsite

Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer CTC - 5 LPA+ incentive + other benefits 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:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. 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.

Back Office Analyst Operations Full time Role Description: As a Back Office Executive, the candidate will be working closely with the back office team to overlook the entire back-office work of equities and derivatives segment of all exchanges and DP operations. We are looking for a driven candidate who is willing to take initiative to improve and upgrade the back office system by remaining in touch with the back office vendor. The candidate will be responsible for uploading different files through NMASS and ENIT to the exchange. Additionally, the candidate is expected to conduct all BOD and EOD tasks for Cash and FO segment. The candidate is required to have previous experience in a similar role. Knowledge of Comtek and CDAS is required. Key Responsibilities Areas: Overlooking day-to-day work of the back office (Equity, FO and DP). A practical experience of account opening, pay-in, pay-out to the exchange and pledge creation Processing EOD margin files, trade files and generating contract-cum-bill Coordination and liaison with depository participants and other intermediaries related to the securities market. Closely working with the equities desk to understand the requirements on back office tasks and executing it in timely and effective manner. Fulfilling client necessities and assisting them with Demat account opening queries. Having knowledge about RMS of trading software Monitoring clients daily risk position Heading necessary processes on a regular basis in the RMS, DP and CRF process. Skills: REQUIRED: Experience in Depositary Participant operations and back office REQUIRED: Experience and/or knowledge about Comtek, CDAS Knowledge in Back Office and CDSL. Strong proficiency in Excel, MIS and Back Office. Constantly demonstrated good communication skills. Willing to learn and take initiative. Effective problem-solving skills. Name Email Position

We are hiring for Banking Professional !! Acquire new CASA customers. Cross-sell other banking products. Achieve sales targets. Build and maintain strong relationships with customers. Stay updated on banking products, services, and industry trends. Required Candidate profile Educational Qualifications: Any Graduation Experience: 1+ Years in any sales/Marketing/BFSI/Banking CTC :: Up to 3.5 LPA + Incentives + Benefits Hetal :- +91 88490 20556

Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required- A. Good spoken and written communication B. Listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills Essential Educational & Experience Qualification- A. Graduation / MBA in any stream with 2- 5 years of sales/dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory.

Hiring Phone Banking officer Graduate Fresher welcome Salary -17500 per month Process-Inbound Candidate with BPO Exp/Banking RM can also apply Can apply branch banking after 2 yrs all banking facilities Call 9137797705 Hrutika www.hyfly.in Required Candidate profile Graduate Fresher with good com skills Prior exp in Customer service would be added advantage Need to solve bank customer issues over phone no field job www.hyfly.in

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-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24500 Work Location-Belapur / Airoli Call-8080126356 Ekta Email-hyflyhr9@gmail.com 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-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

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.tithee@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991538421.

Job description Roles and Responsibilities Demat Account Sales 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. Desired Candidate Profile:- Minimum qualification :Graduation. Age :not more than 29 Years. Should have keen interest in sales and marketing. Location: - Delhi Ncr ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Sudhir singh-HR Sudhir.Singh@sbicapsec.com ********************************************************************************************************************************************************************************************************************

Job description Roles and Responsibilities Demat Account Sales 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. Desired Candidate Profile:- Minimum qualification :Graduation. Age :not more than 29 Years. Should have keen interest in sales and marketing. Location: - Noida, Agra , Ghaziabad ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Deepak Kumar - 8601889092(Deepak.Singh7@sbicapsec.com) ********************************************************************************************************************************************************************************************************************

Need Stock market executive in Gujrat Contact Minakshi@ 9811985863 / qrn.pplacement@gmail.com Location: SURAT,Ahmedabad/ Rajkot. /Junagadh/Gandhidham and all other locations in Gujrat Position: Senior Equity Dealer, RM, Backoffice, BM Required Candidate profile Experience : min 1 years yrs in broking NO Freshers ctc 25k to 60k Good communication Knows local language NISM 8 preferred

Key Responsibilities Business Development and Revenue Growth: Drive branch revenue through equity trading, third- party product selling and regular new client acquisition. Develop and implement strategies to achieve branch sales targets and profitability goals. Identify cross-selling and up-selling opportunities for financial products such as mutual funds, insurance, PMS, Structured products and fixed income instruments. Branch Operations Management: Oversee day-to-day branch operations, ensuring seamless execution of equity trading and other financial services. Ensure adherence to company policies, compliance standards, and regulatory requirements. Monitor operational efficiency and address any issues promptly to maintain smooth workflows. Team Leadership and Management: Lead and mentor the branch team, including equity dealers, relationship managers, and other staff. Set performance targets, conduct regular reviews, and provide training to enhance team skills and productivity. Foster a collaborative and result-driven work culture. Client Relationship Management: Build and maintain strong relationships with high-net-worth individuals (HNIs) and retail clients. Ensure clients receive timely advice, personalized investment solutions, and exceptional service. Address client queries, concerns, and feedback to ensure high levels of satisfaction. Market Analysis and Advisory Support: Stay updated on equity market trends, macroeconomic developments, and corporate actions. Provide insights and guidance to the team and clients for informed investment decisions. Assist clients with portfolio diversification and risk management strategies. Compliance and Risk Management: Ensure all branch operations comply with regulatory standards (SEBI, NSE/BSE, etc.). Monitor trading activities to mitigate operational and investment risks. Conduct regular audits to maintain transparency and compliance. Key Competence Strategic thinking and decision-making capabilities. Client-centric approach with a focus on delivering value. Ability to handle pressure and meet deadlines. Strong problem-solving and conflict-resolution skills.

Urgent Opening for Equity Advisor - Amravati, Ahmednagar, Aurangabad, Parbhani Interested candidates can call on 8169023289 or share cv on divya.chawla@religare.com 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.