282 Dmat Jobs - Page 10

Job Title: HNI Equity Portfolio Advisor Location: Mumbai Role & Responsibilities: Generate brokerage primarily by advising clients on their equity portfolios. Build and maintain long-term relationships with clients to ensure high retention levels, while actively focusing on acquiring new clients. Stay updated on market trends and developments to provide relevant and timely advice. Ensure all activities are in full compliance with industry regulations and risk management guidelines. Provide regular updates to clients on their orders and portfolio performance. Cross-sell third-party investment products such as mutual funds, SIPs, and PMS. Preferred Candidate Profile: Educational Qualification: Graduate with a minimum of 50% marks. Experience: Candidates with at least 6 months of experience, preferably from the stock market sector. Preferred Background: A strong interest or background in the stock market. Perks & Benefits: Competitive incentives and performance-based appraisals. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash:9156902218.

Job Title : Relationship Manager Location : Mumbai Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Yash via WhatsApp at 9156902218

Candidate, Greetings From Monalisa HR Team..!! We have an Urgent opening for the position of "Insurance Agent / Advisor" for one of our reputed clients @ their Santacruz - West, Location. Hiring Company Name - Confidential Job Location: - Santacruz - West Designation: - Insurance Agent/ Advisor Rolls: - On-Rolls. Salary: - In Between 18k - 25k net in hand & based on a complete interview evaluation process too. Experience Minimum 2 3 Years of experience Job Nature: - Full Time / Work from Office. Key Responsibilities Experience in Mutual Fund & General Insurance Co-ordinating with investors regarding fund switches, new SIPs lump sums, redemptions etc. Preparing collating mutual fund reports Preparing collating mutual fund reports Prepare Quotations Prepare daily MIS entry Manage & maintain data of clients Issue policy & share with clients. Answering inbound sales calls and converting them into new opportunities. Engage potential customers in dialogue that opens opportunities. Provide information regarding product/service in an engaging manner. Mailing required details like brochures, product profiles to clients. TECHNICAL /FUNCTIONAL SKILLS : Excellent communication skills, both in written and verbal. Working knowledge of Microsoft Windows and Excel spreadsheets using v-lookup and pivot tables. Have a strong work ethic and are eager to learn. Be strongly skilled in organization, problem-solving, customer service, and multitasking while being committed to excellence. Excellent customer service skills to ensure customers get awesome experience from company product Strong time management skills and ability to prioritize and multitask effectively. Excellent interpersonal skills to relate cordially with team members, customers, colleagues, management, etc. Ability to work well in a fast-paced environment THE PERSON SHOULD BE WILLING TO JOIN IN 15-20 DAYS TIME OR IMMEDIATELY JOINER. Request for interested candidates; please share your updated resume with us thru below Email-ID executivehr@monalisammllp.com , also candidate can reach us at 9029895581 . Current /Last Net in Hand - Salary will be offered based on the interview /Technical evaluation process- Notice Period & LWD was/will be - Reason for Job Change - Total Years of Experience in Specific Field - Regards, Monalisa Group of Services HR Department 9029895581 Call / WhatsApp executivehr@monalisammllp.com

Branch Manager/AVP - Equity/Commodity Role We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. J ob Description: • Justify your teams cost with minimum accounts, margins and revenue assigned. • Should bring their own team minimum 5 RMs Source HNI clients and franchisee every month. Advising HNI clients on their investments and managing their overall portfolio. Ensuring that your team performs well and complete the targets assigned to them. • Generate good revenue for the company as per the expectations and promote all the products of the company. Requirements: Proven experience in equity sales. NISM exam cleared. Deep understanding of financial markets and products. Strong communication and interpersonal skills. Must have a team handling Experience Interested candidates can share CV at neha.karn@nirmalbang.com or whatsapp at 8454800958 Regards, Neha Karn Senior Executive HR Nirmal Bang Securities Private limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, new Delhi - 110005 M +91-8454800958 | (L) 011-41320715 Linkedin:- linkedin.com/in/neha-karn-374604216

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Mumbai Role & Responsibilities: Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking. Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients. Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients. SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each. Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals. Preferred Candidate Profile: At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication and interpersonal skills to engage with clients effectively. Basic understanding of broking and operations in the financial sector. Prior experience in the broking industry is an advantage. Strong client acquisition skills with a proven ability to meet targets. Perks & Benefits: Attractive Incentives based on performance Provident Fund (PF) and Insurance coverage Fixed salary plus performance-based incentives Opportunities for career growth in the financial services industry. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview or send your CV, please contact HR Sayali via WhatsApp at 9158043197

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Shivaji Nagar, Pune Role & Responsibilities: Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking. Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients. Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients. SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each. Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals. Preferred Candidate Profile: At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication and interpersonal skills to engage with clients effectively. Basic understanding of broking and operations in the financial sector. Prior experience in the broking industry is an advantage. Strong client acquisition skills with a proven ability to meet targets. Perks & Benefits: Attractive Incentives based on performance Provident Fund (PF) and Insurance coverage Fixed salary plus performance-based incentives Opportunities for career growth in the financial services industry. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview or send your CV, please contact HR Sayali via WhatsApp at 91580 43197

Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali 91580 43197

Business Development Manager Job Description Role & Responsibilities: Acquire 7-8 new clients per month from the open market through proactive prospecting and networking. Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity. Drive revenue generation from all products within sourced accounts, ensuring continued business growth. Achieve a target of 5 SIPs per month, each of Rs. 2000. Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions. Meet monthly and quarterly sales targets through effective client management and strategic cross-selling. Preferred Candidate Profile: Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds. Strong communication and interpersonal skills with the ability to engage and build relationships with clients. Good knowledge of broking and operations within the financial services industry. Prior experience in the broking industry is a plus. Perks and Benefits: PF and Insurance coverage Fixed salary with attractive performance-based incentives Work Location: Bangalore, Coimbatore, Hyderabad Interview Process: HR Round Sales Manager Round How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Saumya : 8263043709

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.

Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri: 7796426785

Job Title: Acquisition Manager - Wealth Management & Investment Products Location: Prabhadevi, Mulund, Borivali Key Responsibilities: Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Achieve a minimum of 1 Lac in gross insurance premiums every month (life, general, health, motor). Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, TGS, Edu MO, IAP, PMS, PE, IAF, FD, bonds, etc. Generate MoM transactional broking revenue (equity, currency, commodity) equivalent to 1x of CTC. Research, investigate, and update clients on available investment opportunities and market trends to enhance their portfolio yields. Build a strong client AUM book by bringing in existing clients and managing relationships effectively. Focus on acquiring affluent and super-affluent clients within the market. Role Requirements: Educational Qualification: Post Graduate Experience: Minimum of 1 year in sales or wealth management with HNI clients. Team Handling Experience: Not required Preferred Background: Wealth Management, Banking, Investment Counseling Domain Knowledge: Strong expertise in sales, wealth management, capital markets, and investment products. Perks & Benefits: Attractive incentives and appraisals based on performance. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali:91580 43197

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Bangalore, Kerala Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371

Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali 91580 43197

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi, Mulund, Borivali Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut : 9822463775

Relationship Manager: New client acquisition – to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation SIPs – 5 SIPs per month of Rs. 2000 each Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales. To schedule your interview send your CV through WhatsApp: HR Saumya: 8263043709 Perks and benefits Fixed Salary huge Incentives Growth opportunities

Building team , training & activation of agents Monitor team performance Increase product awareness among team Motivate & handle team to achieve their sales targets Work like leader or mentor Perks and benefits On Role Job + High CTC Short Term Promotions

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Chennai & Coimbatore Role & Responsibilities: Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking. Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients. Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients. SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each. Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals. Preferred Candidate Profile: At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication and interpersonal skills to engage with clients effectively. Basic understanding of broking and operations in the financial sector. Prior experience in the broking industry is an advantage. Strong client acquisition skills with a proven ability to meet targets. Perks & Benefits: Attractive Incentives based on performance Provident Fund (PF) and Insurance coverage Fixed salary plus performance-based incentives Opportunities for career growth in the financial services industry. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview or send your CV, please contact HR Yash via WhatsApp at 9156902218 .

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Kerala Role & Responsibilities: Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking. Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients. Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients. SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each. Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals. Preferred Candidate Profile: At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication and interpersonal skills to engage with clients effectively. Basic understanding of broking and operations in the financial sector. Prior experience in the broking industry is an advantage. Strong client acquisition skills with a proven ability to meet targets. Perks & Benefits: Attractive Incentives based on performance Provident Fund (PF) and Insurance coverage Fixed salary plus performance-based incentives Opportunities for career growth in the financial services industry. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview or send your CV, please contact HR Yash via WhatsApp at 9156902218 .

Payroll-Bank Payroll Salary 14.5k for Fresher & upto 22.5k Exp New client acquisition for Trading/Demat accounts via Online leads To connect with the prospects /Clients via Online leads and convert the same customer Call 9022157571 Pooja www.hyfly.in Required Candidate profile Explain the product to the client and solve any queries for opening Demat & Trading account. Achieve the assigned targets for client acquisition. Be updated on Market Outlook and Product Knowledge. Perks and benefits Medical Allowance + Daily Allowance

1.Self-starter and energetic individual & Sales focus in achieving defined targets 2.Stability - Min 1.5 - 2 years casa sales in the current org/ role 3.Good communication and problem-solving skills 4. CASA handling, Liabilities product handling. Required Candidate profile 1.Graduate with 2-4 years of relevant experience (in CASA Sales). 2.Must have handled portfolio.

Role & responsibilities:- Digital client acquisition of Demat accounts using LMS on provided leads. Ensure the clients downloads our mobile application and complete the KYC process Preferred candidate profile:- Sales driven approach Knowledge of Stock Market-Demat Account, Nifty etc. Good to Average English Speaking and Conversational skills. Should be smart, confident, and presentable. HSC or Graduate qualification required. Any Outbound experience preferred or any BPO Sales experience required. Age Criteria: -20 till 30 Years. Week Off:- 6 days working. Shift Time:- 9am to 6pm (Fixed Shift any 9 hours). Salary:- 17K Up to 29K Net depending on last drawn and interview.(Plus, Incentives:-3K till 70K). Training Period:- 3 Days 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 Dhanshree:7796426785

Position Overview : We are looking for vibrant and dynamic fresh graduates who will be collaborating with bank branch relationship managers to facilitate the acquisition of business. Key Responsibilities: To support and engage with Branch resources to acquire more customers through Bank channel Collaborate closely with the bank team, including Cluster Heads, Branch Heads, and Channel employees, to enhance productivity in bank employees Responsible for suggesting and encouraging regular recognition and reward initiatives to motivate the teams and boost sales Guide the bank channel team to meet targets for branches and clusters, focusing on both collective as well as individual achievements Qualifications: Graduate in Any field Good communication skills Ability to adapt in a target-driven environment Interested candidates may share their resume at shweta.sharma@axissecurities.in / whatsapp at 8511442400

Position Overview : We are looking for vibrant and dynamic fresh graduates who will be collaborating with bank branch relationship managers to facilitate the acquisition of business. Key Responsibilities: To support and engage with Branch resources to acquire more customers through Bank channel Collaborate closely with the bank team, including Cluster Heads, Branch Heads, and Channel employees, to enhance productivity in bank employees Responsible for suggesting and encouraging regular recognition and reward initiatives to motivate the teams and boost sales Guide the bank channel team to meet targets for branches and clusters, focusing on both collective as well as individual achievements Qualifications: Graduate in Any field Good communication skills Ability to adapt in a target-driven environment Interested candidates may share their resume at shweta.sharma@axissecurities.in / whatsapp at 8511442400

Business Development Manager Job Description Role & Responsibilities: Acquire 7-8 new clients per month from the open market through proactive prospecting and networking. Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity. Drive revenue generation from all products within sourced accounts, ensuring continued business growth. Achieve a target of 5 SIPs per month, each of Rs. 2000. Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions. Meet monthly and quarterly sales targets through effective client management and strategic cross-selling. Preferred Candidate Profile: Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds. Strong communication and interpersonal skills with the ability to engage and build relationships with clients. Good knowledge of broking and operations within the financial services industry. Prior experience in the broking industry is a plus. Perks and Benefits: PF and Insurance coverage Fixed salary with attractive performance-based incentives Work Location: Bangalore, Hyderabad, Chennai Interview Process: HR Round Sales Manager Round How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Ashwini : 9822643371