2028 Demat Jobs - Page 9

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Minimum Graduation 5) Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV a t 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- Relationship Manager CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2) Will be responsible for primarily selling Equity based investment products. 3) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4) Responsible for achieving targets as assigned by the organization on a monthly basis. 5) Provide regular updates to the immediate superior as and when required 6) Graduation is mandatory....

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-5.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) New client acquisition- new clients per month from open market 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 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- 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 ...

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 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. 5) Grduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t 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- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for generating brokerage primarily through Currency & Commodity Trading 2) Should have basic knowledge about Commodity & Currency Segment. 3) Develop and maintain a long-term relationship with customers to generate brokerage 4) Required to be constantly updated with the domestic markets. 5) Responsible for achieving targets set by the organization from time to time. 6) Grduation and commodity certificate is mandaory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interes...

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 ...

ROLES & RESPONSIBILITIES: - 1. 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 (Central...

Profile : Relationship Manager: *Acquire 7-8 new clients monthly from the open market. *Cross-sell third-party investment products to existing clients. *Generate revenue from all products offered to sourced accounts. *Secure 5 SIPs (Systematic Investment Plans) each month, with a minimum value of Rs. 2000 each. *Focus on expanding the client base through proactive outreach. *Leverage cross-selling opportunities to enhance product adoption. *Ensure consistent revenue growth from new and existing clients. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut : 7796426971

Position - Current account Relationship Manager Branch Banking Vertical (Liabilities) CTC Upto 5 lacs Degree mandatory |Two wheeler must Job responsibilities: Identify prospective customers for current account acquisition Manage business relations with existing Current Account / corporate customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization on a monthly basis Conduct market enhancement activities within the corporates to enhance the business Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Customer Service Required Crit...

Maintain relationship with customer for more generate business You have to organize sales visit for business development-Lead based work Demonstrating and presenting products Establishing new business Do Cold Calling on the Lead based data Required Candidate profile Graduation or Above Age 21 to 33 Years Sales exp. preferred Fresher's Can Apply Bike & license Good Communication ship

Drive sale business development and client relationship management Conduct sale presentations & product demonstrations Analyze market trends & sale data for informed decision-making Lead motivate and monitor team performance across multiple locations Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Train new advisors in your assigned location Train them on banking products, sales pitch & compliance Assist agents in closing sales & managing leads Maintain healthy relationships with clients & ensure after-sales service Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Need to handle the walk-in customers in Branch Convert leads provide by branch into Sales Maintain good & Healthy relations with new & Existing Customers Implement new Sale Ideas. Cross Selling of Insurance Products Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits Attractive incentive structure.

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto- 5.5 LPA + incentive + Other benefit BranchDealing 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. 5)NISM 8 certification is mandatory 6)Graduate / Post graduatewith minimum 1yr exp in Equities. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640 .

Position: Odin Dealer Location: BSE Building, Fort, Mumbai Experience: 23 years in Equity & Derivatives Dealing Qualification: Graduate with valid NISM Series VII CTC: As per industry standards Work Days: Monday to Friday (5-day week) Key Responsibilities: Execute trades in equity and derivatives (F&O) using the Odin platform. Handle client orders accurately and ensure timely execution. Monitor market movements and manage trading terminals efficiently. Provide market updates and client support as required. Apply knowledge of options (calls & puts), rollover strategies, and arbitrage . Maintain trading records and prepare reports. Coordinate with back-office and compliance teams. Skills & Com...

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...

DIY - Digital Business Grade : E1/E2 Experience 6 months - 3 Years of Experience. Responsibilities: Contact potential customers to inform them about the account using scripts Answer questions about products or the company Ask questions to understand customer requirements and close sales Enter and update customer information in the system database Take and process orders in an accurate manner Handle grievances to preserve the companys reputation Go the extra mile to meet sales quota and facilitate future sales Keep records of calls and sales and note useful information Requirements: Graduate in any stream Good knowledge of stockbroking business Ability to learn about products and services and...

DIY - Digital Business Grade : E1/E2 Experience 6 months - 3 Years of Experience. Responsibilities: Contact potential customers to inform them about the account using scripts Answer questions about products or the company Ask questions to understand customer requirements and close sales Enter and update customer information in the system database Take and process orders in an accurate manner Handle grievances to preserve the companys reputation Go the extra mile to meet sales quota and facilitate future sales Keep records of calls and sales and note useful information Requirements: Graduate in any stream Good knowledge of stockbroking business Ability to learn about products and services and...

The role requires a highly skilled and motivated Cluster Investment Counsellor with extensive knowledge in Investments, Demat-Broking accounts, and Mutual Funds (MF). The ideal candidate will be responsible for driving MF and Demat initiatives within their respective cluster, conducting meetings with branches, engaging with customers, and traveling within the cluster to ensure comprehensive support and growth. 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...

Note: Please read the Job Description and Salary details carefully before applying for the internship and we are only looking for immediate joiners (Within 7 days) Roles and Responsibilities New client acquisition for Trading and Demat accounts for Sharekhan Process Revenue generation through brokerage Monitor and review team members' performance and help the team to achieve maximum business results Maintaining client relationships Remain updated about the latest investment products and market trends To guide the client about the suitable investment/trading products as per client's profile To ensure the achievement of the Acquisition Targets of HNI clients, Retail clients Desired Candidate P...

Job Title: Relationship Manager About Choice Equity Broking 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. Role Overview We are seeking a proactive, client-focused Relationship Manager to manage and grow relationships with existing and new clients across Demat services, Mutual Funds, Insurance, and Loans. The RM will be the primary point of contact, providing financial guidance, onboarding new clients, validating KYC/compliance, an...

Job description Role & responsibilities Note: Demat Sales Experience is Mandatory 1 years 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. Qualification: Graduation/Post Graduation. Preferred candidate profile 1-2 yrs of team handling experience in Banca channel or Brokin...

We are Hiring Equity Dealer & Demat Sales for Leading Broking Company. For Equity Dealer - NISM 8 Mandate