625 Dmat Jobs - Page 7

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1.0 - 5.0 years

3 - 7 Lacs

ballari, raichur, mysuru

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ROLES & 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, spec...

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1.0 - 4.0 years

2 - 3 Lacs

kottayam, thrissur, aluva

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Hiring For Sales Executive Identify potential customers and generate leads through field visits Build & maintain strong, long-lasting client relationships Achieve assigned sales targets Ensure timely reporting of sales performance to the manager Required Candidate profile Mini. 1 year of field sales experience Strong local network in Kerala Graduation Mandatory Good communication & negotiation skills Immediate joiners preferred Contact for more info.: +91 81601 74117

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1.0 - 5.0 years

3 - 5 Lacs

thiruvananthapuram

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*Advising Clients with regards to their Investment in Equity & Derivative Market *Place orders on their behalf. *Executing Trades Orders. *Advising client based on Research report * Cross Selling Mutual Funds /SIP /PMS (No Insurance) Required Candidate profile: * Min 6 months experience in Equity dealing with any Indian Broking Company *** (On Job Experience with Indian Broking Company)*** *** No Self Trading Experience *** ***NISM 8 Mandatory*** How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali : 9158043197

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0.0 - 5.0 years

1 - 3 Lacs

mumbai, navi mumbai, mumbai (all areas)

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Hiring @ JM Financial Services (BlinkX App) Role: Digital Client Acquisition Voice Process (Demat A/c) Location: Andheri East Salary: 17K To 25K Net + Incentives up to 70K Shift: 9AM7PM | 6 Days Work | Sat Sun working Req: HSC/Grad, Good English + Hindi, Min 6 months sales Exp (BPO/Bank/Trading) Age: 20 To 30 yrs | Immediate Joiners only 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 Sayali...

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7.0 - 12.0 years

7 - 15 Lacs

bangalore rural, bengaluru

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Role & Responsibilities: 1. Responsible for driving sales and brokerage revenue through Relationship Manager & advisor and make sure they achieve their KRA 2. Revenue product wise, segment wise and Branch level Profit 3. Resolve all back office issues and ensure smooth operations at the branch 4. Adhere to agreed SLA's for the branch 5. Monitor processes and suggest improvements based on contact with customers 6. Recruitment, training and retention of manpower as per approval How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Avdhut: 7796426971

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4.0 - 9.0 years

8 - 15 Lacs

bangalore rural, bengaluru

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Key Responsibilities: Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping. Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon. Relationship Management: Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation. Market Intelligence: Stay updated on market tre...

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1.0 - 6.0 years

2 - 4 Lacs

pune, anand, rajkot

Hybrid

-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 9824180768

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2.0 - 5.0 years

3 - 3 Lacs

baripada, asansol, ranchi

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Recruit and manage field sales agents Drive business growth through direct and team sales Ensure team performance tracking and mentoring Handle customer queries and relationship management Maintain accurate reporting and field updates 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

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1.0 - 5.0 years

0 - 0 Lacs

bangalore, chennai

On-site

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- Upto- 5 LPA + incentive + Other benefit ROLES & RESPONSIBILITIES: Execute commodity trades accurately and efficiently during night hours. Monitor and analyze commodity market trends and news. Maintain up-to-date knowledge of market conditions and trading strategies. Communicate effectively with clients and colleagues to provide updates and reports. REQUIREMENT: A Graduate Commodity /Equity Market Knowledge Able to Understand Market Reports and share Information with Clients. Effective Communication Skills. NISM 16 certificate. Kindly reply with an updated CV on apex.shivpr...

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1.0 - 4.0 years

2 - 4 Lacs

bhopal, rajkot, vadodara

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-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 1 months of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 6351352480 Perks and benefits Pf, Incentive, Allowances, Insurance

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1.0 - 4.0 years

2 - 3 Lacs

ernakulam

Work from Office

About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost ...

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1.0 - 4.0 years

3 - 6 Lacs

guwahati

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About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisi...

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1.0 - 4.0 years

2 - 3 Lacs

hyderabad

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About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost ...

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1.0 - 4.0 years

2 - 3 Lacs

gurugram

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About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost ...

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1.0 - 4.0 years

2 - 3 Lacs

aurangabad

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About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost ...

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1.0 - 4.0 years

3 - 6 Lacs

jaipur

Work from Office

About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisi...

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1.0 - 4.0 years

2 - 3 Lacs

ajmer

Work from Office

About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost ...

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1.0 - 4.0 years

2 - 5 Lacs

rajkot

Work from Office

About The Role Relationship Manager-Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer ...

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1.0 - 4.0 years

2 - 5 Lacs

tiruppur

Work from Office

About The Role Description for Internal Candidates To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with...

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1.0 - 4.0 years

3 - 6 Lacs

guwahati

Work from Office

About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisi...

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1.0 - 4.0 years

3 - 6 Lacs

jaipur

Work from Office

About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisi...

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1.0 - 4.0 years

2 - 5 Lacs

rajkot

Work from Office

About The Role Relationship Manager-Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer ...

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1.0 - 4.0 years

3 - 6 Lacs

patna

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About The Role To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with ...

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3.0 - 8.0 years

5 - 11 Lacs

bengaluru, delhi / ncr, mumbai (all areas)

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Hi Were Hiring for one of the best Securities company – Relationship Manager / Sr RM / Sr BDM Location: Delhi NCR, Mumbai, Bangalore and multiple locations We’re looking for passionate professionals to join our Broking Channel team as Senior Relationship Managers / Senior Relationship Managers (Branch Sales – RM) . Designation: Assistant Manager / Deputy Manager (Grade E1/E2) Experience: 3–8 years Department: Broking Channel Key Responsibilities: Sell equity-based investment products Assess customer risk appetite & offer suitable investment options Achieve monthly targets Maintain regular reporting to seniors Acquire new clients & deepen existing relationships Requirements: Graduate/Postgrad...

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2.0 - 4.0 years

2 - 7 Lacs

kolkata, patna, rourkela

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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...

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