784 Dmat Jobs - Page 5

Hiring: Financial Sales Consultant | Immediate Joiners | Across Karnataka We are looking for Sales-Driven Financial Consultants to promote investment products such as Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory . Key Responsibilities: Promote & sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly Maintain client contact & provide after-sales support Update clients on market trends, IPOs, NFOs, and new schemes Assist clients with investment applications & documentation W...

As a Manager Sales at Geojit Financial Services Ltd, your role will involve managing a team of Financial consultants and financial advisors to generate revenue from sales of financial products like equity, mutual funds, and bonds. Your key responsibilities will include: - Advising and updating clients on various investment opportunities - Promoting products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE - Prospecting new clients through cold calling, appointments, and references - Providing investment application forms to clients and assisting them in filling - Arranging investment awareness seminars - Preparing daily sales reports and analyzing clients' financial needs - Acquiring new clie...

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 .

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 (...

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 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...

ROLES & RESPONSIBILITIES: - • Minimum 2 A/Cs of 5 Lac of Initial Margin. • Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor) • Responsible for generating MoM 1x of CTC revenue from Third party product like Insurance/TGS/Edu MO/IAP/PMS/PE/IAF/FD/Bonds Etc. • MoM 1x of CTC as transactional broking revenue (Equity/Currency/Commodity) • Research, investigate and update client on available investment opportunities/financial market with the objective of improving yield in client portfolio. • The Key Account Manager will be responsible for bringing their existing clients and building a strong client AUM book. • Identify the Affluent & Super Affluent Client segment in the m...

ROLES & RESPONSIBILITIES: - • Minimum 2 A/Cs of 5 Lac of Initial Margin. • Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor) • Responsible for generating MoM 1x of CTC revenue from Third party product like Insurance/TGS/Edu MO/IAP/PMS/PE/IAF/FD/Bonds Etc. • MoM 1x of CTC as transactional broking revenue (Equity/Currency/Commodity) • Research, investigate and update client on available investment opportunities/financial market with the objective of improving yield in client portfolio. • The Key Account Manager will be responsible for bringing their existing clients and building a strong client AUM book. • Identify the Affluent & Super Affluent Client segment in the m...

Job description Designation - Sales Executive / Relationship Manager Experience - 1 Year to 6 Years CTC - 3 LPA to 5 LPA AREA OF RESPONSIBILITY: Demat A/C, Mutual Fund AQUISITION OF UNIQUE A/C IPV OF DOCUMENTS BROKERAGE GENERATION AS PER TARGET HAND HOLDING OF CUSTOMERS IN INITIAL PHASE HANDLE SALES PROMOTION ACTIVITIES FROM TIME TO TIME CROSS SELLING OF OTHER PRODUCTS Contact Person - HR Sanjana - 84480 57062 ( Interested Candidate can call me or WhatsApp me updated CV) EducationUG: Any Graduate

Job description Designation - Sales Executive / Relationship Manager Experience - 1 Year to 6 Years CTC - 3 LPA to 5 LPA AREA OF RESPONSIBILITY: Demat A/C, Mutual Fund AQUISITION OF UNIQUE A/C IPV OF DOCUMENTS BROKERAGE GENERATION AS PER TARGET HAND HOLDING OF CUSTOMERS IN INITIAL PHASE HANDLE SALES PROMOTION ACTIVITIES FROM TIME TO TIME CROSS SELLING OF OTHER PRODUCTS Contact Person - HR Sanjana - 84480 57062 ( Interested Candidate can call me or WhatsApp me updated CV) EducationUG: Any Graduate

Hiring! Position: Equity Dealer with cross sales and client acquisition Industry: Broking Experience: Minimum 1 Year (Note 1 year of experience is mandatory) Salary: No bars for a right candidate We are looking for dynamic and experienced Equity Dealers for our big broking partners with a proven track record in Terminal handling, Cross Sales and Relationship Management to join growing teams in the Broking Industry. Key Responsibilities: Drive cross-selling opportunities for various financial products. Execute trades and manage client portfolios. Build and nurture strong client relationships, ensuring high levels of satisfaction and retention. Analyze market trends and offer tailored solution...

• Minimum 2 A/C’s of 5 Lac of Initial Margin. • Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor) • The Key Account Manager will be responsible for bringing their existing clients and building a strong client AUM book.

• Minimum 2 A/C’s of 5 Lac of Initial Margin. • Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor) • The Key Account Manager will be responsible for bringing their existing clients and building a strong client AUM book.

Urgent opening in Vadodra, for position of - Mutual fund advisor - equity dealer - Back office & - Branch Manager Mutual fund advisor and equity dealer Back office with sales, BM CTC- 2.5 lakhs to 4.5 lakhs annually for experienced NISM optional Required Candidate profile Work from office, contact 9811985863 or qrn.placement@gmail.com. Note: No Freshers For Branch manager min 5 year exp is required For Dealer and Mutual fund advisor min 1 year exp

F2F @ Navi Mumbai New Equity(Dmat), Mutual Funds, SIP Client Acquisition & Generate revenue Maintain strong relationships with existing clients Support new business development through referrals, cross-selling, and client retention initiatives Required Candidate profile Sale Experience in Any Financial Sector Ready for work @ Navi Mumbai Branch Contact : 9330587081 / 8240703282

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 ...

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...

*5Yr+ in Broking/Distribution of financial products/Wealth/PCG & Corporate Sales *Generating revenue from Third party product sales Insurance/IAP/PMS/PE/IAF/FD/Bonds *Building a strong client AUM book. *Min. 2 A/C’s of 5 Lac of Initial Margin. Required Candidate profile MBA or Equivalent with 5 Years relevant exp in broking Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO Identify the Affluent Client segment in the market for new client acquisition.

*Trading on behalf of the clients, Placing Order on terminal. *Building relationships with clients & educating them about Investments *Client meetings and bank branch visits *Client mgmt. & achieve the target active AUM *Cross sell LI/ GI/ MF etc. Required Candidate profile * Must be graduate with Investment/Broking company sales. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must have NISM/NCFM 8 certification. * Good Communication Skill

Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill

Identify &approach potential customers to promote products Generate lead through various sales activitie Meet &exceed yearly sales target Build & maintain long-term relationships with client Provide excellent after-sales support and customer service 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 9558165715

Urgent opening in Delhi, Hyderabad & Jaipur for position of - Mutual fund advisor - equity dealer - Back office NISM fresher can apply for Mutual fund advisor and equity dealer CTC- 2.5 lakhs to 4.5 lakhs annually for experienced NISM optional Required Candidate profile Work from office, We also have openings in entire Gujrat contact 9811985863 or qrn.placement@gmail.com. Note: 10% of positions are open to freshers.

Urgent opening in Ahmedabad for position of - Mutual fund advisor - equity dealer - Back office - HNI RM NISM fresher can apply for Mutual fund advisor and equity dealer CTC- 2.5 lakhs to 4.5 lakhs annually for experienced NISM optional Required Candidate profile Work from office, We also have openings in entire Gujrat contact 9869504403 or qrn.anitha@gmail.com. Note: 10% of positions are open to freshers.

-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