784 Dmat Jobs - Page 2

Key Responsibilities: Client Acquisition & Relationship Management Source and acquire High Net Worth Individuals (HNIs) for investment products including: Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual Funds Fixed Income Products Life & General Insurance Broking Accounts Develop and nurture long-term client relationships to grow wallet share and client retention. Business Development & Target Achievement Consistently achieve assigned targets for: Assets Under Management (AUM) Insurance premiums Overall revenue contribution Acquire a minimum of 2 New-to-Firm (NTF) clients monthly with a minimum investment of 25 lakhs each. Client Engagement & Reporting Conduct ...

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 Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Key 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 (Centralize CFP...

New client acquisition drive for opening new demat & trading accounts. Working on Single interface system to make it vibrant. Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars. Client and prospects meetings for opening new accounts & cross selling of products . Stay updated on market outlook and product knowledge .

Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Preferred candidate profile Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acqui...

Role & responsibilities: 1. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. 2. Primary role is to sell broking products i.e. Equities, Commodities & Currencies. 3. Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debts, NCDs / Bonds, Insurance, PMS, structured products etc. 4. Acquisitions of new clients and re-activation of existing clients. 5. Ensuring customer satisfaction by customized and efficient support. 6. Innovating and exploring new products from time to time to achieve acquisition and revenue targets.

Company: Pravin Ratilal Share & Stock Brokers Ltd. Location: Ahmedabad Experience Required: Minimum 1+ years in financial product sales / broking industry About the Role: We are looking for a dynamic and result-oriented Sales Executive who will be responsible for promoting and selling our financial products and services, generating new business, and building long-term client relationships. The candidate should be confident in handling field visits, client meetings, and cold calling to grow our customer base. Key Responsibilities: Identify potential clients and generate leads through field visits , networking, and cold calling. Conduct regular client meetings to understand their financial nee...

Key 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 (Centralize CFP...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Manage the team ensuring business targets are met. Manage the recruitment of Sales Persons. Develop & Implement sales strategies to achieve revenue goals. Provide training to sales team. Provide regular performance report to senior management 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

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager/ Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Roles: Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 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 relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence....

Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months/1 year of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 99743 04620

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months/1 year of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 8849861546

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months/1 year of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 9979710009

Key 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 (Centralize CFP...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 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 interested in the m...

Manage & increase book size of the HNI clients Increasing the liability book & investment AUM portfolio size Advice clients on their product requirement to maximize their investments Strong client relationships through regular communication & service Required Candidate profile 4+ yrs of experience in HNI Sales -Direct Channel Stock broking co or banking Good understanding of capital markets Excellent Communication and interpersonal skills. resume.aspiringmantra@gmail.com

- To Sell Demat and Trading A/c, Mutual Fund, Insurance to Clients - It is field work Job and business has to be sourced from open market & Leads given by company & existing client base - candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - Should have knowledge of Mutual Fund & PMS. - 2 Years experience in Stock Broking/Banking is required - Should have Good Client Base candidates can also their CVs at popularplacement1@gmail.com

ROLES & RESPONSIBILITIES: - 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for franchisees via hyperlocal engagement activities. Organize events in premium societies and communities targeting HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Boost overall revenue growth for franchisee partners. Assist in AUM accumulation through structured products (StratX), MTF growth, and product penetration. Track and enhance engagement of High-Value Transactions (HVT) and HNIs within the network. 3. Knowledge Transfer & Product Penetration Promote Investment Products and Commodities through educa...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager(Sales) CTC- upto-7 LPA + incentive + Other benefit 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 Skills & Knowledge : 1. Graduate / Post graduat...

Identify &approach potential customers in the market. Promote & sell products to achieve Yearly targets. Build and maintain strong client relationships to drive repeat business Follow up on leads and close sales deals. Ensure Sales targets are met. 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

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager(Sales) CTC- upto-7 LPA + incentive + Other benefit 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 Skills & Knowledge : 1. Graduate / Post graduat...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager(Sales) CTC- upto-7 LPA + incentive + Other benefit 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 Skills & Knowledge : 1. Graduate / Post graduat...

Responsible for day to day activities related to onboarding of issuer DP Participants Co-ordinate with SEBI/ exchanges/ market participants Prepare MIS/Reports and agenda & minutes of various meetings Working on SEBI queries/Regulatory submissions Required Candidate profile Min 10+ yrs exp in capital markets in DP-Ops/ Clearing & Settlement /Market Infra Institutions Team Leadership Experience is a must Good analytical and verbal & written Communication Skills Perks and benefits 40% additional Performance Bonus + Mediclaim