2028 Demat Jobs - Page 7

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2) Will be responsible for selling Equity based investment products to this set of customer base. 3) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned ...

Hiring For Relationship Manager- Demat Sales for Leading Broking Company. It's a direct channel sales. Min 1 year documented experience required.

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales...

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI / UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing cl...

1) Client Acquisition for Investment Products as per the target Equity, Mutual Funds, AIF, PMS, derivatives; etc 2) Brokerage generation as per the target 3) Hand holding of clients during initial phases 4) Handle sales promotion activities from time to time 5) Prepare and submit required reports from time to time 6) To achieve Sales team target from time to time 7) Maintain Sales MIS of the team and report in timely manner. Knowledge of Broking & Investment Products, and Investment products like Mutual Funds, PMS, AIF Location : - GOA, Trivendrum, Delhi, Kochi

Title :- Development/Relationship Manager - Health Agency(Jaipur) Vertical :- Health Agency Location : Jaipur Date :- 27 Oct 25 (Monday) Address :-ICICI LOMBARD GIC LTD, Tenth floor, Unit no.1003 to 1008, Signature Towers, DC 2 Lal Kothi Scheme ,District Shopping Centre, Tonk Rd, Jaipur, Rajasthan 302001 Minimum Experience: 1-10 years Industry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCG Roles and Responsibilities: 1) Sales of health insurance through Agency Channel. 2) Recruit, Train Agents and Generate business through them in the assigned territory. 3) Responsible for Licensing and tracking activation of the same regularly. 4) To meet agents, lead providers...

Job Title : Equity Dealer Department : Business Development - Retail Reports To : Head of Trading / Branch Manager / Senior Dealer Employment Type : Full- Time JOB RESPONSIBILITIES : Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients. Business/ Operational/ Functional/ Financial Perspective execute the orders on behalf of clients by doing pre trade post trade confirmation. 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. To maintain a synergetic relations...

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 on 9005316681.

Dear Candidate, We are looking for a cluster manager for our Retail Sales Channel Job Description: Running the daily deliverable activities of the business Focus on Client Acquisitions, Client Activations, Brokerage Generation, ME productivity and cross selling of various products (as advised by management time to time ) Driving business numbers and managing larger teams. Responsible for handling the branches of the region assigned Responsible for managing all aspects of the sales cycle Create and implement effective direct sales strategies toward achievement of sales objectives Responsible for profit centers profitability and P & L Managing key customer relationships, building and sustainin...

Greetings from SBI Securities Ltd..!!! Roles and Responsibilities Job description We are looking for sales Manager for Retail Sales Vertical. Desired Candidate Profile: Handling a team of 10- 15 relationship officers. To source the business via allotted bank branches or Open Market. 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. Candidates from Banca or Broking background only required. Experience : 3- 4 yrs of team handling experience in Ban...

About Angel One: Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. You’ll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions – every single day. The vibe? Think less hierarchy...

Will be responsible for Client onboarding & activation of dormant accounts. Working on leads for financial products. Making Inbound & Outbound calls with potential customers and explaining the services. Ensure growth in clientele by converting leads Required Candidate profile Experienced in inside sales/telesales/support Excellent Interpersonal & presentation skills Should be Self-motivated, Proactive & target oriented Target-oriented job with incentives.

Roles and Responsibilities Acquisition of Demat / Trading account from open market and leads. Achieving monthly targets. Achieving minimum margin amount target. Conduct lead generation activities for sales penetration. Meeting clients and pitching cross sales & wealth products. Wealth products include Life insurance,General insurance & fixed deposits, Mutual Funds etc Generate Equity Business and maintain strong client relationship Good Negotiation Skills Skills Required Good Communication - Verbal & Non-Verbal Leadership Self Motivated Qualification Graduate fresher Experience 1-6 years

Contact Anitha @ 9869504403 / qrn.anitha@gmail.com Business Support Executive is a back office and Sales profile. Experience : 1 to 5 yrs in broking, insurance, mutual fund or banking fields keen in sales. ctc 18k to 30k Explain company products Required Candidate profile Execute operations, Sales , Open Dmat accounts and administration jobs of the branch. Update clients on the latest MF Schemes, NFOs, IPOs etc and updates on market trends Thanks.

Greetings from Avani consulting we are hiring for our client leading broking firm Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity productsto 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 revenuesfrom new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customersto Execute trade online and place orders ...

Recruit team to archive business target .Execution of sales strategy to increase market and reach penetration Goal Setting and assisting them. Build long term relationship with new and existing customers. shalini@willpowerconsultants.in 919665821126 Required Candidate profile minimum 2 years of experience in field sales graduation Perks and benefits Fast Track promotion unlimited incentive mediclaim

Roles and Responsibility: 1. Depository Backoffice UAT 2. Demat & Remat Request Process/ Execution of Physical DIS received from Client 3. Authorisation off market & buy back and various transaction request 4. Pledge, Unpledge, Invocation Introduction Process & File upload 5. Processing the EDIS & Cusa file from Settlement Team 6. Process & maintain records of off market & Buyback request received through easiest 7. Various batch export from DP Back office and upload on CDAS 8. Physical DIS scanning and upload in CDSL system 9. Checking of Daily DIS DPU4 report for DIS pending to upload on daily basis 10. Monthly One Transaction file upload in Easiest as per audit requirement 11. Physical Do...

Recruit team to archive business target .Execution of sales strategy to increase market and reach penetration Goal Setting and assisting them. Build long term relationship with new and existing customers. shalini@willpowerconsultants.in 919665821126 Required Candidate profile minimum 2 years of experience in field sales graduation Perks and benefits Fast Track promotion unlimited incentive mediclaim

SUMMARY Retail Associate at Leading Apparel Brand ===================================================== Summary ------------ We are seeking a highly motivated and customer-focused Retail Associate to join our team at our leading apparel brand in Gurgaon. As a Retail Associate, you will play a vital role in delivering exceptional customer service, achieving sales targets, and maintaining a high level of store standards. If you are a fresher with a passion for retail and a strong desire to learn and grow, we encourage you to apply for this exciting opportunity. Responsibilities - - - - - - - - - - - - - - - - - - - - Provide exceptional customer service, adhering to grooming standards and usin...

SUMMARY Retail Associate at Leading Apparel Brand ============================================== Location: Faridabad About the Role - - - - - - - - - - - - - - - - We are seeking a highly motivated and customer-focused Retail Associate to join our team at our leading apparel brand in Faridabad. As a Retail Associate, you will play a vital role in delivering exceptional customer service, achieving sales targets, and maintaining a high level of store standards. This is an excellent opportunity for a fresher or experienced individual to join a dynamic and fast-paced retail environment. Responsibilities - - - - - - - - - - - - - - - - - - - Customer Service + Adhere to grooming standards and mai...

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 wi...

Job Title: Equity Dealer Department: Equity/Trading/Wealth Management Reports To: Head of Trading / Branch Manager / Senior Dealer Employment Type: Full-time Job Summary: We are seeking a skilled and proactive Equity Dealer to manage the execution of equity trades for clients, ensure compliance with regulatory guidelines, and provide market insights to investors. The ideal candidate should have a strong understanding of stock markets, excellent communication skills, and the ability to manage client relationships effectively. Key Responsibilities: Execute buy and sell orders on behalf of clients in equity and equity derivatives markets. Monitor client positions and ensure adherence to risk li...

1) Execution of trade orders on behalf of clients. 2) Building Relationships with clients. 3) Generating brokerage and volume. 4) Candidates from Broking company Only 5) New Client Acquisition 6) B.Com / MBA in Finance with min 2yr exp in Equity Required Candidate profile Increasing the client base, revenue and market share in the branch Increase the Pool, Large Self Trader clients and corporate customers, with the Team and Personal Network WhatsApp resume @8178625925

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...