625 Dmat Jobs - Page 6

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 ...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Virtual Relationship Manager CTC- upto-4.8 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Managing of 3000 to 5000 customers per dealer. 2) To achieve healthy revenues without compromising on clients profitability. 3) Should focus on overall portfolio growth, client activity ratio and quality of information delivered. 4) Propose investment options based on customer needs by assessing their risk appetite. 5) Support the client decision making with use of technology enabled tools 6) Develop Knowledge of market news, financial trends and current affairs 7) Analyze customer portfolio...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodities Risk Manager CTC- upto-9 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Manage and maintain the Commodity Risk Management System (RMS) for accurate risk tracking. 2) Conduct UAT testing for system related changes of Risk Management 3) Monitor risk limits and ensure compliance with internal risk policies and regulatory requirements. 4) Coordination and Communication with various stake holders such as Compliance, Product, IT, CS and Operations on Risk related matters 5) Stay updated with market trends, risk methodologies, circulars, and regulatory changes. 6) Handle Aud...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Sales Team Manager CTC- upto-10 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Supervise and mentor TLs and Sales Agents, ensuring high performance and motivation. 2) Monitor team sales performance at a micro level, ensuring data driven decision making. 3) Develop and implement effective sales strategies to drive conversion and sales productivity. 4) Conduct daily interactions, coaching and review meetings with TLs and agents to address challenges and improve sales conversions. 5) Ensure the team meets and exceeds assigned sales leads and targets consistently. 6) Identify and imp...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 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 ...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-5.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) New client acquisition new clients per month from open market 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 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- Assistant manager/Deputy manager Role- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for generating brokerage primarily through Currency & Commodity Trading 2) Should have basic knowledge about Commodity & Currency Segment. 3) Develop and maintain a long-term relationship with customers to generate brokerage 4) Required to be constantly updated with the domestic markets. 5) Responsible for achieving targets set by the organization from time to time. 6) Grduation and commodity certificate is mandaory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interes...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Job Description: 1) Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2) Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3) To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4) To keep abreast with the market knowled...

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 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Grduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Manage customers and ensure satisfaction Drive business growth through the team Lead and manage the activities of sales team Develop and implement sales strategies Generate business through team & close leads. Required Candidate profile Any Graduate Min.2 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 24 - 45yrs Perks and benefits On Roll Job Career Medical Benefits Insurance

Manage customers and ensure satisfaction Drive business growth through the team Lead and manage the activities of sales team Develop and implement sales strategies Generate business through team & close leads. Required Candidate profile Any Graduate Min.2 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 24 - 45yrs Perks and benefits On Roll Job Career Medical Benefits Insurance

Requires a unique blend of financial market expertise and client-facing skills. The role categorized : 1. Technical knowledge : Knowledge of Terminal operations (Buy/Sell) 2. Sales and Client management : Client acquisition and Cross sell TPP Required Candidate profile > Graduate and preferably *NISM series 8 certified* > Should have min 2 yrs exp in Trading and execution >Ability to acquire, advise and handle relationships clients.

Responsible for quality team development and playing important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS Managing accurate maintenance & updating database. 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

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

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...

Role & responsibilities Acquire new clients and build strong customer relationships. Retain and service existing clients with high-priority support. Understand client needs and provide suitable investment advice. Cross-sell and promote company products (Equity, Mutual Funds, PMS, Derivatives, Bonds, etc.). Achieve revenue, AUM, and business growth targets. Preferred candidate profile 2-5 years experience in wealth management/financial services. Strong knowledge of investment products. Proven skills in client acquisition & relationship management. Excellent communication & target-driven approach.

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 ...

Responsibilities : Manage client relationships through regular communication and service delivery. Collaborate with sales team on cross-selling opportunities. Monitor market trends and provide investment advice. sales of financial products(Demat,.... Provident fund Annual bonus Sales incentives

Role & responsibilities Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engag...

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.

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto 6 LPA + Incentive + Other benefit ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. SKILLS 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned ...