784 Dmat Jobs - Page 3

We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team in Delhi ( Karol Bagh) Requirements: Minimum 2 years of experience in equity markets. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the activities...

Responsibilities: Manage equity portfolio, provide advisory services. Execute trades on NSE/BSE platforms. Generate brokerage through cross-selling and third party products. Trade behalf of Clients. Provident fund Annual bonus

Generate leads and convert into sales Maintain good relationship with customers Identify new business opportunities in market Work closely with team to achieve sales targets Meet dealers, distributors & customers Required Candidate profile Graduate preferred 2 year field sales or Marketing experience Strong market knowledge Must be comfortable doing field work Apply Now: Share your CV with Hetal Kheni | +91 95107 76003 Perks and benefits Fix Salary+ Incentives+ Bonus

Generate leads and convert into sales Maintain good relationship with customers Identify new business opportunities in market Work closely with team to achieve sales targets Meet dealers, distributors & customers Required Candidate profile Graduate preferred 2 year field sales or Marketing experience Strong market knowledge Must be comfortable doing field work Apply Now: Share your CV with Hetal Kheni | +91 9510776003 Perks and benefits Fix Salary+ Incentives+ Bonus

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 .

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clie...

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clie...

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 Demat account opening New Client Acquisition Cross selling MF / SIP / LI / GI Preferred candidate profile A graduate with minimum 1 year of experience in field/branch sales Immediate joiner preferred

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...

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

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

-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 9974304620

Develop and maintain relationships with bank partners to drive life insurance sales. Coordinate with bank staff to implement sales strategies and training programs. Achieve and exceed monthly and annual sales targets. Conduct regular sales meetings Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply Call/WhatsApp on 9104405865 Perks and benefits Insurance, pf , allowances

- Deal with the walk-in customers in branch - Will have to work on the leads given from branch - Set up a meeting with potential customers and close the deal - Mostly branch-work Required Candidate profile - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred

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...

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...

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...

Designation : Assistant Manager - Lead will be provided by Company - Individual sales role - Schedule meeting with Clients - Explain And Promote our Financial product - Close lead into the Sales - Build relationship with Clients Required Candidate profile - Graduation Complete - Minimum 6 months of experience in BFSI/ Banking/ Finance/ Insurance/ Sales - Age - 23 to 32 Years - Candidate must be local - Freshers also can apply Perks and benefits TA Annual Bonus PF ESIC Health insurance

Role & responsibilities : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile : Graduate / Post graduate in any stream with knowledge of capital markets...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-7 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.

>Client acquisition and retention >Portfolio management and growth >Cross-selling financial products and services >Market research and advisory support >Meeting sales targets and business KPIs >Coordination with internal teams and compliance Required Candidate profile Graduate with experience in Client acquisition & Client Relationship management #Sales, #Business development, #Leads generation, #retailsales, #B2C, #equity, #crosssell, #TPP, #thirdpartyproduct Perks and benefits Best in the industry

Roles and Responsibilities Manage orders from receipt to execution, ensuring timely processing and updates. Coordinate with brokers for order confirmations and settlements. Handle client queries related to orders, including query resolution and follow-ups. Maintain accurate records of all orders processed. Assist in generating revenue through cross-selling opportunities.

Advising Ultra HNI clients with regards to their Investment in Equity & Derivative Market Place orders on their behalf. Executing Trades Orders. Advising client based on Research report Cross Selling Mutual Funds /SIP /PMS what's up 9318431991' Required Candidate profile Experience in equity dealing & broking services. Strong cross-sales skills with a keen focus on customer relationships. In-depth knowledge of the stock trading. info.aspiringmantra@gmail.com

ROLES & RESPONSIBILITIES: - Advising Affluent Partners on their clients Investments and asking for more business by cross selling in various products as mentioned above. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit in partners clients. To conduct and assist in organizing seminars, Investment Product events and other business development activities for partners and their clients. To do every day calling to partners and to develop and maintain relationship with them. To generate leads on daily business from partners in regards to Insurance and Investment Product Business. To schedule your interview sen...