2028 Demat Jobs - Page 8

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 ...

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Banca Sales CTC- upto- 4 LPA + incentive + Other benefit 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....

New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency trading, Mutual Funds, Insurance and PMS Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on market trends. Cross Sell to existing clients Keep regular contacts with the clients of the branch through telephone calls and meetings Assist team members in the Branch to close leads Provide investment application forms to clients and assist them in filling Preferred candidate profile Graduate with 1 year sales Experiences

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

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...

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...

Place orders on behalf of clients Providing advisory services AUM product penetration Cross selling of third party investment products after market Generate Revenue Achieve sales targets Required Candidate profile Office Timing: Monday to Friday 8.30 to 5.30 pm Sat - 10 am to 2 pm Saturday 2nd and 4th off

Agency Channel (Advisor Team Handling) Recruit & handle financial advisor to get Customer leads Meet customers on appointment basis With Ur Advisor to close sales leads Sell Life insurance and other investments Plan Fix Salary Package+ Incentive

-Execute equity trades on behalf of clients -Monitor market trends, provide information, updates to clients -Prepare & maintain daily trading reports, transaction records -Coordinate with the research, advisory teams

-Execute equity trades on behalf of clients -Monitor market trends, provide information, updates to clients -Prepare & maintain daily trading reports, transaction records -Coordinate with the research, advisory teams

-Acquisition of new clients to open there De mat and Trading account. - Buy and sell of shares. - Order punch

Job description of Sales Relationship Manager Preferable Product: Stock Broking, Mutual Funds, Insurance ( Sales personnel handling Direct as well as B to B channel ) Preferred Skill Set: - Logical and analytical approach to Sales - Convincing power - Experience & Knowledge of handling B to B channel in Stock Broking / Mutual Funds / Life / Insurance business - Relationship oriented approach and should possess high energy levels - Client centric approach - Analytical mind with solution providing approach Job Description: Acquisition of Direct Clients as well as Business Associates for Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his indivi...

SUMMARY Retail Staff Position Our client, a UAE-based multinational conglomerate headquartered in Dubai, is seeking freshers to join their retail staff team in Navi Mumbai/Thane/West Mumbai/East Mumbai. This is an excellent opportunity for individuals interested in the retail industry to gain valuable experience and contribute to a dynamic and diverse organization. Job Responsibilities Perform folding and stacking tasks at basic tables. Ensure timely display of received stocks. Uphold the upkeep of the section and maintain a carton-free floor. Maintain display standards, including signage, and merchandise clearance from the trial room. Ensure the right products are displayed on the correct b...

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 ...

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 ...

SUMMARY Retail Associate at Leading Apparel Brand Location: Gurgaon Our client, a UAE-based multinational conglomerate headquartered in Dubai, is seeking male candidates for the position of Retail Associate at their leading apparel brand in Gurgaon. Job Responsibilities Customer Service Adhere to grooming standards Welcome and greet customers Use standard phrases when interacting with customers Introduce yourself and offer a shopping bag to every customer Guide customers to find the right product within the store Assist customers as needed Communicate product range, style, new innovations, and store promotions/offers to customers Share customer and merchandise feedback with DMs Target Achiev...

Urgent hiring for broking channel Candidate from same or any insurance background would be preferred most , kindly look for immediate joiners, notice serving ,15 days, 1 month notice serving .

Job description: 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 Required 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 22 to 35 years * MBA Freshers who are presentable and have excellent com...

Role & responsibilities 1. New Client Acquisition 2. Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 3. Revenue generation revenue to be generated from the all the products from sourced accounts 4. Client Meeting 5. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships. Preferred candidate profile Educational Qualifications: Graduate with minimum 50% Experience: 1+ Years of sales experience in NBFC & BFSI Domain Knowledge: Equity o Age: Max 30

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 ...

Job description of Sales Relationship Manager Preferable Product: Stock Broking, Mutual Funds, Insurance ( Sales personnel handling Direct as well as B to B channel ) Preferred Skill Set: - Logical and analytical approach to Sales - Convincing power - Experience & Knowledge of handling B to B channel in Stock Broking / Mutual Funds / Life / Insurance business - Relationship oriented approach and should possess high energy levels - Client centric approach - Analytical mind with solution providing approach Job Description: Acquisition of Direct Clients as well as Business Associates for Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his indivi...

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto-6 LPA + Incentive + Other benefit ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. SKILLS 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned ...

Urgently need Branch Manager, Equity Dealer,MFund Sales and BSE(business support executive) in a stock market Location Bangalore For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Role – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For MFund Sales- acquire clients and SIP Contact QRN on 9869504403

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Call & trade CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for handling inbound & outbound calls. 2) Responsible for resolving the queries of investment products. 3) Identify customers needs on every requirement with quick response time. 4) Handle the complaints and enquiries of customers. 5) Order punching on behalf of client 6) NISM 8 & grduation is manadtory 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, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- We Assist Dealer CTC- upto- 3.5 LPA + incentive + Other benefit Job Responsibilities:- 1) Would be responsible to Drive Activation of Newly acquired clients of the Company. 2) Responsible to execute Auto dialer && one-to-one campaigns for ensuring business deliverables. 3) Responsible for getting new clients educated wrt our App. Products, Process for flawless experience. 4) Should be able to guide and scale-up New and old Dealers to ensure team KRA achievement. 5) Responsible for achieving targets as assigned by the organization on a monthly basis. 6) Responsible for training && educating, add...