273 Dmat Jobs - Page 3

-Experience in CASA, insurance, DMAT, SIP, as sales person -Industry – Banks, Broking and insurance -Client acquisition -Portfolio management -Market research -Cross-selling Acquiring HNI clients (Affluent & Super Affluent)

We are seeking a results-oriented Branch Manager to lead our Chennai branch. The ideal candidate will be responsible for driving revenue growth, overseeing daily operations, managing a high-performing team, & ensuring exceptional client service Required Candidate profile Minimum 5 years of experience in the equity & broking industry. At least 2 Yrs in a managerial position Strong client servicing & relationship management skills Ability to meet revenue targets NISM

Dear Candidates, Greetings!! We are looking for PCG Sales/Dealer role in one of the Big broking company. -Candidate having good Experience in Wealth Products . -Cross sales experienced Required . -Good Exposure in Client Acquisition. If you are intested pls share your resume on tisha@getwork.org. Thanks & Regards Tisha

Immediate Hiring Multiple Roles in Banking & Financial Services Across Kerala Exciting Career Opportunities in the Financial Sector! SkillActz is hiring talented professionals for a leading financial services firm across Kerala. Whether you're a fresher or an experienced professional (1-5 years) , this is an excellent opportunity to build a successful career in Banking, Stockbroking, and Investment Services . Open Positions: Financial Consultant Dealer Business Support Executive Branch Sales Executive Commodity Dealer Branch Manager Industry: Banking & Financial Services | Stockbroking | Investment Services Qualifications: Any Graduate Preferred Certifications: NCFM, NISM, AMFI Mutual Fund Certification Key Responsibilities Financial Consultant Promote Mutual Funds, SIPs, Insurance, PMS, and Bonds Acquire new clients through cold calling, references & meetings Provide investment advisory and cross-sell financial products Conduct investment seminars and assist clients with applications Dealer Execute stock trades and manage order placements Guide clients on market trends, IPOs & investment opportunities Ensure risk management & regulatory compliance Engage with clients and cross-sell financial products Business Support Executive Manage branch operations, sales & administration Assist in client onboarding, account opening & documentation Support financial advisory & back-office operations Maintain client relationships through regular communication Branch Sales Executive Drive sales for financial products & services Develop and maintain strong customer relationships Achieve branch sales targets & revenue goals Support promotional activities & business expansion Commodity Dealer Execute commodity trades & manage orders Advise clients on commodity market trends & investment opportunities Monitor and manage trading risks effectively Ensure compliance with exchange regulations & policies Branch Manager Oversee branch operations, sales & team management Drive business growth and meet revenue targets Develop and maintain high-value client relationships Ensure compliance with company policies & regulations Key Skills Required: Stock Trading | Commodity Trading | Mutual Funds Sales | Insurance | PMS | Client Prospecting | Risk Management | Market Research | Branch Operations | CRM | Sales Target Achievement | Team Management Compensation & Benefits: Fixed Salary + Performance-Based Incentives Career Growth & Skill Development Opportunities Comprehensive Training & Mentorship Programs Locations Across Kerala: Ernakulam & Kochi Region: Thevara | Idappally | Palarivattom | Kothamangalam | MG Road, Kochi | Muvattupuzha | Angamaly | Chalakudy | Perumbavur | Kalady Trivandrum & Kollam Region: Attingal | Karamana | Nedumangad | Kollam | Anchal | Kottiyam | Kayamkulam Thrissur & Central Kerala: Irinjalakuda | Kodungallur | Guruvayur | Wadakanchery | Thrissur (Round South & Kokkalai) Kottayam & Pathanamthitta Region: Kottayam (K K Road) | Kottayam | Thiruvalla Palakkad & Malappuram Region: Pattambi | Pathiripala | Perinthalmanna | Manjeri | Nilambur | Ponnani | Vadakkenchery | Victoria-Palakkad Calicut, Kannur & Kasaragod Region: Thamarasseri | Koyilandy | Kozhikode (Calicut) | Kannur | Kannur (Fortlight) | Talassery | Payyannur | Thaliparambu | Kasaragod | Koyilandy Branch | How to Apply? Send your updated resume to: jackson.j@skillactz.com For inquiries, contact: Jackson J Sr. HR Executive Phone: +91 95443 16657 Email: jackson.j@skillactz.com Dont miss this opportunity to advance your career in the financial sector! Apply today!

Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA+ incentive + other benefits 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, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. you can also call on 8112416630.

Dear Candidate, Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-6 LPA + incentive + other benefit JOB DESCRIPTION: Candidate will be responsible for acquiring candidates for Demat account & for equity, commodity and currency. (7-8 accounts per month) Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members. ROLES & RESPONSIBILITIES: - Advising Clients for Equity products. Able to Understand Market Reports and share Information with Clients. Generating Brokerage. Activating clients for Equity & Broking. Handling important clients and servicing them. JOB SPECIFICATIONS REQUIRED: Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry. Kindly reply with an updated CV on apex.mitalihr@gmail.com if you are interested in the mentioned Job Role. You can also call on 8112416630.

Lead provided by the company Visit Client offices and close lead Need to Sell Life Insurance to the company assigned customers Cold calling to arrange meetings with potential customers Required Candidate profile Freshers can't apply age between : 21 to 37 Graduation compulsory Experience: 1 to 4 Years experience with BFSI Knowledge: Should have understanding of banking products

Opening Demat account Role:- Digital Acquisition Specialist Day 1 joining salary starts from day 1 Salary:- 22k in hand to 29k Location -Thane Shift timing - 9:30AM to 6:30 Required Candidate profile Freshers & Experienced apply. Contact Immediately Pallavi HR - +917796426964 & Send your updated resume on same number. Perks and benefits incentive and growth opportunities.

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: Delhi 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

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 Ashwini : 9923656681

Role & responsibilities:- New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each Preferred candidate profile:- Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales person Good communication skills. Knowledge of broking And operations knowledge. Experienced with good knowledge of broking industry are welcome. Perks and benefits:- PF-Insurance Fixed Salary huge Incentives Work Location: Kolkata 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

Process name - Motilal Oswal - Qualification: Graduation - Experience: Graduate fresher are ok - Good Communication - Graduate Fresher: 17k in hand. - NISM Certified Salary: 25k CTC Required Candidate profile Graduate fresher/exp both can apply To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Mayuresh:- 9822643973 (Call and What's app) Perks and benefits Centralized pickup/drop & incentives

Job Description: Digital Acquisition Manager (Demat Account Opening) Company : JM Financial Services Process : Outbound Demat Account Opening (BlinkX Application) Designation : Digital Client Acquisition Location : Thane Shift : 9:00 AM to 6:00 PM (Rotational Week Off) Key Responsibilities: Reach out to potential clients and assist them in opening Demat accounts via the BlinkX app. Ensure clients successfully download the BlinkX app and complete the registration and KYC verification. Use provided leads effectively to meet daily and monthly client acquisition targets. Engage with clients to clarify any questions about the Demat account process and stock market investments. Maintain clear communication to guide clients through the account setup and KYC process. Address client concerns and provide detailed information on stock market benefits. Keep accurate and up-to-date records of client interactions, account openings, and follow-ups. Ensure follow-ups are timely to assist clients throughout the account creation journey. Monitor progress and ensure all tasks align with acquisition goals and timelines. Key Skills and Qualifications: Communication Skills : Strong verbal and written communication abilities, with the ability to explain financial concepts in a clear and simple manner. Understanding of Financial Products : Basic knowledge of Demat accounts, stock markets, and investment terms such as Nifty 50, Sensex, Stocks, etc. Tech-Savvy : Comfortable using mobile applications and basic digital tools to facilitate the account opening process. Customer Focused : Ability to build rapport with clients and guide them through the account opening process. Target-Driven : Able to meet daily, weekly, and monthly targets with a focus on performance and quality. Key Interview Questions: What is a Demat Account, and why is it important? Can you explain what the Share Market is and how it works? What do terms like Nifty 50, Stocks, Sensex, and SEBI refer to? Provide an example of basic math calculations like 20% of 100. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rutuja: 7796426801

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 Broking channel. Male candidates are preferred Perks and benefits Good incentives and bonus Interested Candidates can call ABIN (HR) 9486375824 abin.m5@sbicapsec.com

• Identify potential clients • Build & maintain a strong sales pipeline • Manage & follow up advisors to maximize sales • Build long term relationship to ensure customer satisfaction • Provide training to achieve the set targets Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - karan.sresthinfo@gmail.com M - 9313391169( Sr. HR Karan ) Perks and benefits On Role Job + High CTC Short Term Promotions

Post : Branch Sales Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 1+ YRS of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • For more information kindly contact us : 90238 62949 HR Vivek Perks and benefits Incentive + PF + Mobile with Several

ROLES & RESPONSIBILITIES: - 1.The 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 Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371

Roles and Responsibilities: 1- To ensure dealing is done as per rules and regulations of authorities & all confirmations of the trade is done on daily basis. 2-Ability to directly build and manage client relationships. 3-Advice clients on products of the company & cross sell the products. 4-Addressing client queries, work on reactivation of the clients. 5-Focus on revenue generation. 6-NISM VIII and I certification is mandatory. Skills Required 1-Must possess experience in same industry. 2-Good Communication - Verbal & Non-Verbal 3-Self-Motivated. 4-Graduate

Dear Candidate, Greetings From"APEX SERVICES" Role - Relationship manager- Bank channel sales (Demat) CTC- up to 4.5 lac+ incentive + Other benefit Job Description 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 area, trade actively. 6. Responsible for servicing and generating references from the partner bank Channel customer base. Required Criteria: 1. Graduate / Post graduate with minimum 1 year of selling experience. 2. Should have good communication & presentation skills. 3. Should be a self-starter, proactive & target oriented. 4. Should possess strong networking & relationship building skills. 5. May have good existing client relationships in the market Kindly reply with an updated CV on apexshivani7@gmail.com you can call or whatsapp on 8800638281.

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 will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year 2020 /2021/2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 29 Years Locations : Anantapur , Hindupur, Penukonda, Kalyandurgam, Gooty Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. *Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walkin at the below address and meet Mr. Manjunath and whats app your resume to 6309174891 SBI Main branch sai Nagar, 1st Cross, Anantapur - 515001

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Manager/Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer CTC- up to-6 LPA + incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Execution of trade orders on behalf of clients. 2) Building Relationships with clients. 3) Generating brokerage and volume. 4) Cross selling third party products. 5) New Client Acquisition 6) NISM 8 certification is mandatory 7) Graduate / Post graduate with minimum 1 yr exp in Equity. Kindly reply with an updated CV at apex.jessyhr@gmail.com if you are interested in the mentioned job role, you can call also on 7052750740.

Role & responsibilities:- New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each Preferred candidate profile:- Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales person Good communication skills. Knowledge of broking And operations knowledge. Experienced with good knowledge of broking industry are welcome. Perks and benefits:- PF-Insurance Fixed Salary huge Incentives Work Location: Kolkata 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

Job Title: Equity Dealer 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

Job Description: Digital Acquisition Manager (Demat Account Opening) Company : JM Financial Services Process : Outbound Demat Account Opening (BlinkX Application) Designation : Digital Client Acquisition Location : Thane Shift : 9:00 AM to 6:00 PM (Rotational Week Off) Key Responsibilities: Reach out to potential clients and assist them in opening Demat accounts via the BlinkX app. Ensure clients successfully download the BlinkX app and complete the registration and KYC verification. Use provided leads effectively to meet daily and monthly client acquisition targets. Engage with clients to clarify any questions about the Demat account process and stock market investments. Maintain clear communication to guide clients through the account setup and KYC process. Address client concerns and provide detailed information on stock market benefits. Keep accurate and up-to-date records of client interactions, account openings, and follow-ups. Ensure follow-ups are timely to assist clients throughout the account creation journey. Monitor progress and ensure all tasks align with acquisition goals and timelines. Key Skills and Qualifications: Communication Skills : Strong verbal and written communication abilities, with the ability to explain financial concepts in a clear and simple manner. Understanding of Financial Products : Basic knowledge of Demat accounts, stock markets, and investment terms such as Nifty 50, Sensex, Stocks, etc. Tech-Savvy : Comfortable using mobile applications and basic digital tools to facilitate the account opening process. Customer Focused : Ability to build rapport with clients and guide them through the account opening process. Target-Driven : Able to meet daily, weekly, and monthly targets with a focus on performance and quality. Key Interview Questions: What is a Demat Account, and why is it important? Can you explain what the Share Market is and how it works? What do terms like Nifty 50, Stocks, Sensex, and SEBI refer to? Provide an example of basic math calculations like 20% of 100. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371