273 Dmat Jobs - Page 4

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 Dhanashri: 7796426785

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 Rutuja:7796426801

Acquiring new clients 2. Cross selling of third-party investment products 3. SIP’s, Demat, Insurance,CASA 4. Client meeting 5. Revenue generation – revenue to be generated from the all the products from sourced accounts.

Job Role- Relationship Manager Job Description- 1. New Client Acquisition 2. Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 3. Revenue generation revenue to be generated from the all the products from sourced accounts 4. Client Meeting Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships Role Requirements- Educational Qualifications: Graduate with Minimum 50% Experience: 1+ Years experience in NBFC & BFSI Age- 35 Max Job Role- Equity Advisor/ Dealer Job Description- 1. Placing orders on behalf of customers 2. Providing advisory services- AUM product penetration 3. Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) 4. New Client Acquisition & retention 5. Client Meeting Role Requirements- Educational Qualifications: Graduate with Minimum 50% Additional Certification- NISM 8 Equity derivative Experience: 1+ Years experience in NBFC & BFSI Age- 35 Max Location: Mumbai - Prabhadevi, Mulund, Borivali - RM - 60 Vacancies Mumbai - Prabhadevi, Malad -Advisor - 65 Vacancies DELHI & Noida -SM & Advisor & RM Jaipur, Indore - RM & Advisor Thanks & Regards, N Kalyani Sr.HR Consultant Contact No -9912991225 Dreams Placement Email- jobs16@dreamsplacement.com Dream's Placement: 24-25 Shreepad Nagar, Near Alok Nagar Power House, Kanadia Road, Indore, 452016.

Job Title : RM (RELATIONSHIP MANAGER) Primary Responsibility: It is direct sales profile so candidates should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationships and he/she should be aware of local market intelligence Promote Focus Product of the Month, Additional Incentive plans Maintain records of business on internal software CRM etc. Personals skills: Good Communication and leadership skill. Fast learner & Adaptive Equity & Derivative Knowledge. NISM Certification preferred Preferred candidate profile Candidate should have 1 Year in banking and broking industries and managing bank AUM of Privilege Clients Advantage with us No third party products target but additional weightage and incentive is available. Attractive & transparent incentive plan Travel reimbursement as per actual Two Saturdays off in a month SALARY & PACKAGE Salary from 500000 to 600000 + Performance incentive Role & responsibilities

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 Yash: 9156902218

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: Bangalore 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 Yash: 9156902218

Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.

*Motilal Oswal Broking firm* Reactivation of dormat account Comms< Good Outbound calling Shift- 9:30am to 6:30pm WO- Sunday NISM Training Graduation mandatory Salary: 17 K inhand Required Candidate profile Graduate fresher/exp both can apply To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Aishwarya:- 9822963480 (Call and What's app) Perks and benefits Centralized pickup/drop & incentives

1)Dmate(i.e. Trading Accounts acquisition) 2)Cold calling (i.e. Willing to work in open Market) 3)Responsible for achieving targets assigned by org. on a monthly basis. Other Benefits: Multiple Incentives + Foreign Trips Required Candidate profile Interested can share CV on rahul.jani@tradebulls.in or WhatsApp on 7016615213

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: Mumbai 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 Rutuja: 7796426801

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: Mumbai 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 Sayali: 91580 43197

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 Dhanashri:7796426785

Job Title: Acquisition Manager - Wealth Management & Investment Products Location: Kolkata 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: 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 Avdhut: 9822463775

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 Yash:9156902218

Job description: 1. Candidate will be responsible for acquiring client for Demat account & for equity, commodity and currency. (3 to 5 accounts per month)With Margin of 1 LPA 2. Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. 3. Need to maintain relations with his clients and with the team members

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 Avdhut : 9822463775

Job description Note: Only apply if you have equity dealing experience As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new cliental base and drive wealth business equally. Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Job Specification : Good communication (verbal and written) skills Ability to speak in local language and English Graduate from recognized university or college Strong product knowledge and understanding of capital market Minimum of 3 year experience in Equity broking Holds latest certificate of NISM 8 Understanding of local market and captive client base Should have basic computer knowledge of using email, Microsoft office and etc.

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 : 9923656681

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 Rutuja:7796426801

job Description Regional Head : B2C Businesss Broking & Wealth About Swastika Since our humble beginning in 1992, we have steadily climbed the ladder of success. To day, we are listed on BSE, NSE, MCX, and NCDEX, and have a strong presence in 25+ states with a team of 800+ members. Our growth has been exponential, supported by a vast network of 3 Lac+ customers and 2000+ business partners.We offer a comprehensive range of services including Stock Broking, NBFC, Insurance Broking, and Investment Banking. Our expertise lies in managing financial portfolios for individuals and institutions, assisting startups in launching IPOs, and facilitating fundraising from the market. Our experienced financial professionals utilize cutting-edge technology to provide a variety of investment solutions through our trading application. At our core, we value personal relationships and believe in the importance of trust and loyalty in delivering the best financial services. We are reachable at: www.swastika.co.in www.gotradingo.com Our Core Values We are Trustworthy and Truthful tribe.We are always Open to learn We are Disciplined and Presentable. We are Energetic and Happy. Customers are our Priority numberone Politeness is our Language . We are Determined to honor our commitments . Job Brief Regional Business Head Job Title : National Head Location : Ahmedabad Experience : 8-10 years in - B2C Business (Broking & Wealth Management ) Job Summary: Job Brief: National Head - B2C Business (Broking & Wealth Management) We are seeking a dynamic and results-oriented professional to take on the role of National Head - B2C Business (Broking & Wealth Management) . This is a pivotal leadership position, responsible for driving the growth of the organization's B2C business vertical, focusing on broking and wealth management services. The ideal candidate will possess proven expertise in business development, exceptional leadership skills, and the ability to forge and nurture relationships with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (Ultra-HNIs). This role demands an individual who can lead large teams, deliver operational excellence, and strategically position the organization as a market leader in the financial services sector. National Head Profile National Head B2C Business ( Broking & Wealth Management ) Key Responsibilities: Team Leadership: Lead, mentor, and inspire a large team of wealth managers, relationship managers, and sales professionals. Foster a high-performance culture with a focus on achieving organizational goals. Client Relationship Management: Build and maintain strong relationships with HNI and Ultra-HNI clients. Provide personalized financial advice and wealth management solutions to Ultra HNI clients Operational Excellence: Ensure seamless day-to-day operations, optimizing processes for efficiency and compliance. Monitor and enhance service quality to exceed client expectations. Market Insights & Strategy: Stay updated on market trends, financial products, and regulatory changes. Use data-driven insights to refine strategies and improve client offerings. Compliance and Risk Management: Ensure all business activities comply with regulatory standards and internal policies. Proactively identify and mitigate risks related to broking and wealth management Requirements • Position : National Head Requirements Experience : 7-10 years in a similar role within a broking firm. Certifications : All relevant NISM Modules & Certificates related to Wealth Management Education : Post Graduate in Finance / Marketing / Management Skills : Strong knowledge of Equities, Derivatives and all Wealth Products Proven leadership and large team management skills. Excellent communication, negotiation, and interpersonal abilities. Strategic thinker with the ability to implement effective growth strategies. Proficient in market analysis, client relationship management, Team Management, and compliance. Job Qualification Position National Head B2C Business ( Broking & Wealth Management ) Skills and Qualifications: Education: MBA/PGDM in Finance, Marketing, or related fields. Experience:8-10 years in broking, wealth management, or financial services. Proven track record in business development and Team leadership. Technical Skills : Strong knowledge of broking platforms, wealth management tools, and CRM systems. Proficiency in financial products like equities, mutual funds, bonds, and alternative investments. Soft Skills : Excellent communication, negotiation, and interpersonal skills. Strong problem-solving and analytical abilities. Thank You , Swastika invest mart ltd Y.N road , Opp. Rani Sati Gate,Above BOI,Near Milan TVS 2nd Address Sakar-9, Opposite - Atma house, Ashram road Ahmadabad - 380009 Indore - 452001, Madhya Pradesh 9399145601 Aparna.Pathak@swastika.co.in Deepali.tomar@swastika.co.in

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 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.

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 2 YRS of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • For more information kindly contact us : 9081369513 HR Tanvi Perks and benefits Incentive + PF + Mobile with Several

We are looking for a dynamic and driven professional with a strong background in equity and derivatives dealing. The ideal candidate must have hands-on experience in achieving at least 4X of revenue targets and a passion for client acquisition and relationship management. Key Responsibilities: Advise clients on investments in Equity and Derivative markets. Execute trade orders on behalf of clients. Achieve and exceed revenue and brokerage targets. Drive new client acquisition and expand the client base. Build and maintain long-term relationships with clients. Educate clients about market trends, investment opportunities, and trading platforms. Requirements: Minimum 10+2+3 years of education (Mandatory). NISM Series VIII Equity Derivatives Certification (Mandatory). Proven track record of achieving at least 4X revenue targets. Currently managing or keen interest in client acquisition/sales. Strong communication and advisory skills.