784 Dmat Jobs - Page 4

ROLES & RESPONSIBILITIES: - 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities . Organize and manage events in premium residential societies and local communities to target HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Drive growth for overall revenue generation for the franchisee partner. Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth , and boost product penetration. Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (...

Visit local market & communities to generate interest Explain plans in simple language to prospects Convert leads through clear benefit explanation Maintain follow-up sheet & daily calling list Achieve weekly & monthly sales targets 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

Responsible for MF sales and Demat / Trading Account acquisition and account opening. Good market knowledge and understanding of Investment products like Insurance, Bonds, Securities, Demat and Mutual fund cross sales.

Role & responsibilities We are looking for a dynamic and results-driven Sales Manager (SM). The SM will be responsible for acquiring new clients, managing existing Saless, and offering tailored investment solutions across a range of financial products. The ideal candidate should possess excellent market knowledge, strong communication skills, and a passion for financial markets. Key Responsibilities: 1. Client Acquisition : -Identify and onboard new clients through various channels such as networking, referrals, and direct outreach. -Present the firms broking services and financial products to potential clients and tailor offerings to suit their needs. 2. Client Sales Management: -Manage and...

Role & responsibilities Relationship Manager -Retail - Demat Aquisition | Ahmedabad OR Vadodara Upto 6L New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL. Revenue Generation Preferred candidate profile Minimum 1 year of experience in NBFC & BFSI Industry Domain Knowledge: Equity Market Regards, Sandipa 7980475998

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role-Digital Business CTC- upto-8 LPA + incentive + Other benefit Job Description: 1) Acquisition of New option Clients through Telegram Channel, Open Market , Influencers, Technical Analysis learning Institute, Traders Caf Events, Events by other brokers. 2) Revival of Existing Stop traded option Clients. 3) Increasing Volume of Existing clients. 4) Educate Features to clients & resolving all concerns pertaining to trading. 5) Should have knowledge of Derivatives. 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 900531668...

ROLES & RESPONSIBILITIES: - 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities . Organize and manage events in premium residential societies and local communities to target HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Drive growth for overall revenue generation for the franchisee partner. Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth , and boost product penetration. Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (...

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 .

Role & responsibilities 1. 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 – revenue to be generated from the all the products from sourced accounts SIPs – 5 SIPs per month of Rs. 2000 each Preferred candidate profile

Role & responsibilities Relationship Manager -Retail - Demat Aquisition | Ahmedabad and Vadodara Upto 6L New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL. Revenue Generation Preferred candidate profile Minimum 1 year of experience in NBFC & BFSI Industry Domain Knowledge: Equity Market

Build & maintain strong relationships with high net worth clients Manage clients' portfolios, including making investment , monitoring performance Prepare reports for clients, providing regular updates on portfolio performance & investment strategies Required Candidate profile Graduate or PG with at least 5 years of experience in wealth management in Stock Broking Co Depth knowledge of the Mutual Fund ,Capital Market ,PMS, Bonds info.aspiringmantra@gmail.com

Identify potential customers and generate new business opportunities. Meet sales targets through field visits & regular follow-ups. Maintain strong relationships with existing and new clients. Present product information clearly and professionally. Required Candidate profile Qualification: Graduate Must have experience in field sales. Strong communication and negotiation skills. Nisha - +91 9904750213

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 ...

-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 6351306463

Achieve individual & team sales targets Identify & develop new customer leads Maintain & grow relationships with existing clients Support & guide junior sales staff Prepare sales reports & share market feedback 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

-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

Role & responsibilities 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. 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 Should have at least 2 years of experience in Mutual Funds Must have NISM 5A Interested candidates share your cv in mail or WhatsApp Mail karishma@avaniconsulting.com Watsapp 8248541367

Role & responsibilities 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. 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 Should have at least 2 years of experience in Mutual Funds Must have NISM 5A Interested candidates share your cv in mail or WhatsApp Mail karishma@avaniconsulting.com Watsapp 8248541367

Role & responsibilities 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. 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 Should have at least 2 years of experience in Mutual Funds Must have NISM 5A Interested candidates share your cv in mail or WhatsApp Mail anusha @avaniconsulting.com Watsapp 9003875895

Role & responsibilities 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. 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 Should have at least 2 years of experience in Mutual Funds Must have NISM 5A

Build & maintain a team of sales executives to achieve business targets Identify & approach potential customers Achieve monthly & quarterly sales targets Promote company products and services to clients Build & maintain strong customer relationships Required Candidate profile 2+ years of field sales experience Graduation is mandatory Local candidates preferred Willingness to work in field & manage team hiring Apply via WhatsApp – 8160174117 | Priyansi Perks and benefits Attractive incentives Excellent career growth

. Identifying and developing new market segment for revenue growth and maintaining relationships with Clients to achieve repeat/ referral business. 2. Building amiable relationships with clients and negotiating for high value contracts based

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 .

Urgent opening in Chennai for position of - Mutual fund advisor - equity dealer - Branch Manager CTC for MF advisor- 2.5 lakhs to 4 lakhs annually CTC for Branch manager 4 to 6.5 annually Required Candidate profile Work from office, for experienced NISM optional We also have openings in Bangalore contact 9869504403 or qrn.anitha@gmail.com. No fresher Responsibility-Mutual fund advisor sales and equity dealer

Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients from open / direct market Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Pref...